News & Articles
SWM News September
Each month, Shamrock WM will share an update with you to let you know what's happened in the markets plus offer some personal notes from our team.
401k Plans - Investment Policy Statements
Congratulations! You created a 401k plan for your business that’s great, but this isn’t the end of the process.
Transition - Video
These videos will show up when I am struck with something to share while I am under my spell of M’s (Meditation, Music, and Movement). I frequently walk with my headphones so, here and there I will pull out my head [...]
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