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James Schofield, CFP, CIM
Senior Financial Planning Advisor
Recent Posts
Monetizing the Tech Revolution
Nov 21, 2023
Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....
Read moreWhy High-Earning Professionals Must Prioritize Disability Insurance
Nov 07, 2023
Disability insurance is a cornerstone of a sound financial plan, offering crucial income protection if you become unable to work due to an injury or illness....
Read morePressure Continues to Build
Oct 26, 2023
As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....
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