The year 2022 is three-quarters of the way through. Depending on your frame of mind, it’s either, “where did the time go?” or “it’s finally here.” Just remember that time’s pendulum moves from one side to the other and it does feel that it’s swung over to the side of uncertainty and volatility. However, we know that pendulum moves in the other direction as well. Learn more in our newsletter. You’ll find Leading Investors by clicking here.
In these past 6-months, we have seen just about everything that has pushed portfolios and economic changes in all kinds of directions. Please consult your financial advisor or Client Services if you have any concerns or questions. Click here for our newsletter.
The 2nd Quarter newsletter is now posted.
Coronavirus notwithstanding, not all news is terrible news.
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The first 3 months of 2020 has been nothing short of astounding.
Leading Investors, our corporate newsletter, can be found here.
The Investment Policy Committee recently completed their summary of markets in this edition of Leading Investors.
Half the year has come to pass with 2 more quarters to come. Market commentaries and other news can be found in our most recent newsletter. You’ll note on the front page, we’ve been selected by Financial Times as one of the top registered independent advisors in the country. For the 4th straight year, we’re honored to be recognized on the FT300. Please click here.
What a year this has been! Our 2017 4th Quarter Newsletter sums it up and can be read here.