RIA Reflections

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Rewriting Retirement: Remodeling My Own Relationship with Legacy

Christine Benz

Cigars and the Lost Art of Disagreement

Anthony Stich

Launching an RIA Isn’t Just Professional. It’s Personal.

Tim Whitney

How an Easter Basket Sparked My Decision to Build a Custodian

Robb Baldwin

Welcome to RIA Reflections

Ryan Neal

Save the Date | Synergy 25 | May 27-30 2025 | Tampa

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Sources and Disclosures

Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.msrb.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
Market volatility, volume, and system availability may impact account access and trade execution.

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