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Jack Bogle was a giant who walked among us.

It’s been three weeks since Jack Bogle died.  For those in the Philadelphia area and those with close ties to the financial services industry, Jack Bogle requires no introduction.  But, for many others, Bogle is not a name you might recognize.  But, before I get...

Tale of the Jackrabbit

Recently we received a call from a financial planning client that we did some work for a few years back.  At the time, we developed a comprehensive financial plan which included a well thought out investment strategy.  The client investment assets were scattered...