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WE PLAN. YOU LIVE.

We do everything in our power to keep our clients focused on where they want to go.

WE PLAN. YOU LIVE.

We do everything in our power to keep our clients focused on where they want to go.

WE PLAN. YOU LIVE.

We do everything in our power to keep our clients focused on where they want to go.

WE PLAN. YOU LIVE.

We do everything in our power to keep our clients focused on where they want to go.

WE PLAN. YOU LIVE.

We do everything in our power to keep our clients focused on where they want to go.

WE PLAN. YOU LIVE.

We do everything in our power to keep our clients focused on where they want to go.

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WELCOME

Our experienced advisors take a hands-on approach to financial guidance. Our clients understand that our knowledgeable team truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, help them to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

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Spencer, Wernli & Wilson Advisors

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Outlook 2018 – Return of the Business Cycle

Over the past eight years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe.

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Outlook 2017 – Gauging Market Milestones

LPL Research Outlook 2017: Gauging Market Milestones, will arm advisors with the investment insights and market guidance for the new year.

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Outlook 2016 – Embrace the Routine

When you think of a routine, what is the first thing that comes to mind? Some may think, it’s the mundane, the small steps and processes you follow to accomplish all your tasks for the day.

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Weekly Market Commentary – February 11, 2019

At its first policy meeting of 2019, the U.S. Federal Reserve changed direction. After four rate increases in 2018, Chair Jerome Powell announced interest rates were on hold.

Weekly Market Commentary – January 28, 2019

Like competitors who’ve completed a difficult section in an endurance race, U.S. stock investors took a breather last week…

Weekly Market Commentary – January 23, 2019

Investors who remained steady during December’s wild ride are probably pleased with their decision as stocks have gotten off to a strong start in 2019…

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