Resist Changing Direction Because of a Single Event

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Carl Richards reminds us of the importance of staying focused on the long-term plan, which sometimes means not paying too much attention to the latest data point. It is also a great way to remember the importance of context. By Carl Richards  – This article originally appeared on www.nytimes.com on August 25, 2014. I recently went backpacking […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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