20 Months and Counting, but Bonds Look Great
September 8, 2023
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September 8, 2023 by David Maddux, CEO | CIO We sent the following note to clients on September 1st. 20 Months And Counting, But Bonds
We are a healthy fiduciary with over $200 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
September 8, 2023 by David Maddux, CEO | CIO We sent the following note to clients on September 1st. 20 Months And Counting, But Bonds
April 25, 2023 by Heidi Ellingson, Executive Assistant | Marketing Coordinator Where Did All My Money Go? I think we’ve all asked that of ourselves.
February 3, 2023 by David Maddux, CEO | CIO We sent the following note to clients on January 25th. Higher Interest Rates Are a Good
The questions and concerns you have may be unique or normal for your season of life and circumstances.
Fill out the form provided and someone will be in touch within 48 hours.
“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”
– David Maddux, Co-Founder
