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Financial New Year’s Resolutions

Investment Considerations for 2021

We commonly focus our New Year’s resolutions towards improving our health, charting new career paths and kicking bad habits – areas of our lives certainly worthy of our attention. However, our finances and investments are equally worthy but often forgotten this time of year.

Managing Partner, TJ Troutner and Wealth Advisor, Lachlan MacLean, discuss what you should be thinking about in order to set yourself up for financial success in 2021.

Recorded December 21, 2020

T.J. Troutner
Lachlan MacLean

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