Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a time where advisors share non-financial thoughts and personal stories. In this season’s newsletter, Mike shares stories about the strangest holiday foods he has eaten over the years, Dan tests your knowledge with Christmas-themed trivia, and Jeff shares a favorite dessert recipe. Also, check out page 4 for a hilarious story from a “guest writer” with a unique view.
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