Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

Understanding the Risks & Benefits of Private Market Investments

A well-diversified portfolio is crucial for managing risk and maximizing returns. While many investors focus on traditional options like stocks and bonds, more are turning to private market...
January 06, 2025

Rules You Need to Know to do an IRA Qualified Charitable Distribution

October 19, 2016