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Life’s Success

  A very successful client recently told us– our greatest contribution to he and his wife is not the investments.  That comment perplexed us and, given my deep respect for him professionally and personally, we sat back to listen. He told us the investments are terrific and he enjoys my enthusiasm and passion for the research and getting them the best we think exists.  But the real value, the more important value to him, is the peace and confidence we…

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