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Retirement Planning
Investment Management
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Our Team
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Disclosures
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Articles & Newsletters
Quarterly Investor Call
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Recommended Reading
Recommended Reading Books Security Analysis by Benjamin Graham & David L. Dodd The Intelligent Investor: The Classic Text on Value Investing by Benjamin […]
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Nov 2
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The Value Connection – Q4 2021
The Value Connection – Q4 2021 Team Updates Despite what you might see on TV or read in the paper, […]
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Oct 1
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The Value Connection – Q3 2021
The Value Connection – Q3 2021 Team Updates Adam and Whitney Deutsch married on June 26th in Rochester, NY. Adam […]
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Jun 29
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The Value Connection – Q2 2021
The Value Connection – Q2 2021 Things are coming back to life after a year of dormancy. There are energy […]
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Apr 29
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The Value Connection – Q1 2021
The Value Connection – Q1 2021 Once in a very great while, there comes a year in the economy and […]
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Jan 30
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Useful Links
Useful Links Taxes: Internal Revenue Service Government Agencies: Social Security Administration News: The Wall Street Journal New York Times Link […]
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Apr 1
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Financial Calculators
Financial Calculators Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links […]
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Apr 1
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