"Planning Financial Freedom"

"Planning Financial Freedom"

Research

Client Letter | 2021 Brings a Fresh Start | January 7, 2021

Dear Valued Investor: Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare workers continue...

Global Portfolio Strategy | December 9, 2020

Stocks rose sharply in November after falling the prior two months, as the S&P 500 Index returned nearly 11%. Progress on COVID-19 vaccines and post-election policy clarity buoyed investor sentiment, offsetting surging COVID-19 cases in the United States and many...

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