Author: Bonnie A. Sewell, CFP, CDFA, AIF, CEPA Managing Director, Senior Wealth Advisor Dakota Wealth Management Money remains something we talk about, joke about, but too infrequently learn enough about …
Seasons of Money
Author: S. Alexis Grason, Senior Financial Advisor “Alexa, what’s the weather going to be like today?” I hear this question almost daily, as my daughter wakes up and submits an …