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<b>From the desk of Jim McCarthy, CFP&#174;, ChFC&#174;</b>

From the desk of Jim McCarthy, CFP®, ChFC®

December 2021 Monthly Outlook - Levity


Levity: Humor, especially in treatment of a serious matter.

On November 1, 2021 McDonald’s brought back the McRib, days before National Sandwich Day.

Takeaway: The stock market performs better, on average, when MCD sells the McRib.  Order accordingly!

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<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Meet the Team

Our Team

Our Team

Our professionals are ready to evaluate and support all your potential investments.

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About Us

About Us

Years of experience have prepared us to guide you through life's transitions.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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