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Observations

Keeping up with the latest from Telarray.
Strategy

Diversification

During the last 12 years, we have experienced one of the most challenging economic periods in our nation’s history. We have seen two deep recessions,

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Staff

Meet Brandy

Brandy Wagner Director of Client Services My name is Brandy Wagner, and I am the Director of Client Services at Telarray. I joined the firm in

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Strategy

A Conversation on Estate Planning

Key takeaways: Everyone can benefit from creating an estate plan regardless of the complexity of your financial situation. What makes a successful estate plan is

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Staff

Meet Melinda

Melinda Gunn Vice President of Client Reporting My name is Melinda Gunn, and I am the Vice President of Client Reporting at Telarray. I began

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Markets

The Value of a Dollar

Key takeaways: A company’s revenues and earnings are affected by the strength of the dollar. The dollar is a gauge of financial stress in markets.

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Staff

Meet Warren

Warren Coleman Chief Investment Officer I am Warren Coleman, CFA and I joined what is now Telarray in 2005 after a 20-year career in the

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Staff

Meet Amy

Amy Alexander Controller and Assistant Compliance Officer My name is Amy Alexander, and I am the Controller/Assistant Compliance Officer at Telarray. I joined the firm in

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