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Portfolio Design
Like everything in life, moderation is the key to a long-term investment strategy. But when it comes to reviewing short-term investment rates of return, we tend to become greedy. It’s common for a client to compare their portfolio return to what they see on the news. Last year when the S&P 500 had a banner...

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Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

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