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Here's Why - Charles Schwab

Joni was asked to be part of Charles Schwab’s campaign “Here’s Why”. She had the opportunity to say why this profession is so important to clients and herself. Take a listen.


Washingtonian Awards (multiple years)


How to Invest With an Inverted Yield Curve

The importance of having a cash strategy and owning individual bonds. Kevin Galvin, CFA, CFP provides his thoughts on this subject in a recent ThinkAdvisor article.

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