"Happy New Year" headband on a grey wood floorWe welcome our newest employee, Jennifer Christian Murtie, Jake Northrup is named the Financial Planning Association of Massachusetts’ NexGen Director, an article written by Jennifer M. Eaton is featured in the Palm Beach Daily News’ Estate Planning special segment, Emily Dunford was featured as a guest commentator at the U.S. Figure Skating Championships, we feature a new research paper called “How Right Do You Have to Be?” and our 4th Quarter Market Review, our Employee Spotlight features Akeiva M. Thomas, and much more!

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