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A City So Nice They Named it Twice

During the holiday season, I was invited to New York City to partake in investment education. The trip included stops at the New York Stock Exchange as well as the offices of Goldman Sachs. As our firm navigates the choppy markets, we are always looking for new ways to grow and protect our clients’ money, so we discussed options that offer protection of capital while still enjoying the gains of the market. With that goal in mind, I look forward to discussing these new options with my clients and implementing them into financial plans to help you reach your goals!

New York City is a magical place to visit during the holidays. From Rockefeller Center to Saks Fifth Avenue to Central Park, there is so much to see and enjoy. I hope your holiday was filled with joy, and I look forward to yet another year of partnership and friendship. Here’s to a wonderful 2023!