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Financial Market Update

Financial Market Update

We continue to monitor the economic situation and where appropriate are making adjustments to your investments. This video update (click here to watch) is designed to keep you informed on the decision making process we are utilizing to navigate your portfolio through...

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A Viral Storm – That Will Pass

A Viral Storm – That Will Pass

Considering the exceptional portfolio returns earned in 2019 and improving economy as this year began, this virus-induced stock market collapse has been a gut-wrenching time for all of us. Your portfolio is bruised but not broken. Especially rough markets come along,...

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Best Year This Century!

Best Year This Century!

Happy New Decade! We are pleased to report your diversified, high quality investment portfolio* finished the year with a very strong performance. Once again, you reached new all-time high* levels of wealth (adjusted for any withdrawals). In fact, 2019 ended up...

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