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2023 Best Financial Advisory Firms
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● USA Today
2023 Best Financial Advisory Firms
usa today best financial advisory firms 2023 logo for wellspring financial

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Health Is Wealth

The statement “health is wealth” has been argued by some to go back to Hippocrates (460 BCE to 370 BCE),

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Client Communications

New Definition of Fiduciary

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary”

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Client Communications

Let Us Bond

Many of our articles deal with equities (generally meaning stocks) and their respective traits (their returns, volatility, what drives their

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Over the Top

The term ‘over the top’ has its origins, at least in part, from World War I history.  Unfortunately, it referred

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Term vs. Terms

We don’t want to ever politicize our communication with you.  However, if we don’t address the topic of where the

Read More
Client Communications

New Definition of Fiduciary

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary”

Read More »
Client Communications

Let Us Bond

Many of our articles deal with equities (generally meaning stocks) and their respective traits (their returns, volatility, what drives their

Read More »

Over the Top

The term ‘over the top’ has its origins, at least in part, from World War I history.  Unfortunately, it referred

Read More »

Term vs. Terms

We don’t want to ever politicize our communication with you.  However, if we don’t address the topic of where the

Read More »