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Farm Families and Businesses
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Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Brian Tornabuono
Keenan Conlon
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
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Wealth Advisory
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Who we advise
Physicians
Farm Families and Businesses
Business Owners
Wealthy Individuals and Families
Who we are
About Us
Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Brian Tornabuono
Keenan Conlon
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
Careers
What we do
Wealth Advisory
Investment Advisory
Business Advisory
Insights
Search…
economy
Investment Commentary
Q2 2024 Market Commentary
August 12, 2024
August 12, 2024
Investment Commentary
Q1 2024 Market Commentary
May 3, 2024
May 6, 2024
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2023 Market Commentary
February 20, 2024
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Q3 2023 Market Commentary
November 14, 2023
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Q2 2023 Market Commentary
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Investment Commentary
Introducing Tall Oak Talks: Your Investing Podcast
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Investment Commentary
Q1 2023 Market Commentary
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