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Commentary

The Estate Dilemma

Recently, we have fielded numerous questions on the Estate Planning landscape and how to best navigate what portends to be some pretty

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Commentary

Third Quarter Market Commentary

Despite Late Quarter Volatility, The Market Remains Resilient US stocks showed continued strength throughout the third quarter, as indices hit new all-time

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Commentary

FIRST QUARTER REVIEW 2021

2021 Has Been Defined By A Few Major Themes For Investors The first quarter of 2021 saw continued strength in the markets,

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Commentary

Fourth Quarter Review 2020

A Surprise Finish to 2020 Happy New Year!  We hope that this letter finds you and your family well.  Now that an

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Commentary

Third Quarter Review 2020

The Long-Term Approach to Market Cycles “The path of the economy will depend significantly on the course of the virus. The ongoing

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Commentary

First Quarter Review 2020

As we prepare this quarterly commentary to our clients, the world is faced with one of the greatest health threats of a

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