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Commentary

First Quarter Market Commentary

Volatility Returns in 2022 After a historically calm 2021, volatility returned in full force during the first quarter of 2022.  Driven by

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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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