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Resources Archive
Investments
SWP Market Insights – Summer 2013
SWP Market Insights – Spring 2013
SWP Market Insights – November 2012
SWP Market Insights – August 2011
SWP Market Insights – July 2011
SWP Market Insights – March 2011
SWP News
Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking – July 2013
Profile Magazine: “Going Up with Dave Copeland and Neal Price” – April 2013
Barron’s Winner’s Circle Top Independent Advisors Summit – April 2012
“Fidelity Goes Deep Dish on Marketing in Chicago with 25 Advisors” – March 2012
AdvisorOne’s list of 100 Top Wealth Managers – August 2011
Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking – August 2011
Opportunity Secure Data Destruction’s Ecology Award – June 2011
Social Responsibility
Chloe’s Crew Dodgeball Tournament – November 2013
The First Tee of Greater Chicago – October 2013
Leukemia & Lymphoma Society Golf Outing – October 2013
Heartland Blood Centers Blood Drive – October 2013
Virtual Holiday Food Drive 2012 – 2013
The First Tee of Greater Chicago – August 2012
A Just Harvest Community Food Kitchen – June 2011