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VOICES: Troy Thompson, On Turning Down the Noise

July 21, 2010

Troy Thompson was recently featured in the WSJ Financial Adviser blog "Voices." The posting, Troy Thompson, On Turning Down the Noise, discusses how clients can easily become overwhelmed by financial news. One way to help combat anxiety about the economic climate is to spend time educating clients on financial matters so they are clear on what the fundamental drivers are.

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  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

    Erin Baehr

Do you offer tax prep services to your financial planning clients?

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