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Newsletters

You are here: Home / Clients / Resources / Newsletters

Feel free to peruse our historical archive of published newsletters below. Each newsletter can help establish a long term context of how we as a company operate and advise.


May 2020

November 2019

November 2018

November 2017

June 2017

November 2016

March 2016

November 2014

April 2014

November 2013

March 2013

November 2012

March 2012

November 2011

August 2011

December 2010

June 2010

December 2009

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.  Vision Financial Advisory Corp, Vision Tax Planning and LPL Financial are separate entities.

See form CRS linked here.

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