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Lou Prabell

Commercial Credit Analyst

Recent Articles
There are many reasons to celebrate a Roth

A Roth savings option can and should be a part of a retirement planning conversation.…

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To Roth or not to Roth? That is the question…

When evaluating whether a Roth IRA would be a better option than a Traditional IRA,…

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The Fiduciary Rule, which forces investment advisors to a higher standard, has an uncertain future

The good news if you invest through us: Our already high standards will remain The…

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