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The first three months of 2018 diametrically opposed what investors experienced just a few short months ago.
As investors, physicians have unique needs and face specific challenges.
2017 was a very strong year for capital markets worldwide. From the get-go, both equity and fixed income markets advanced upward in a deliberate[…]
Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the[…]
The second quarter of the year could simply be characterized as “more of the same.”
For pre-retirees who haven’t quite accumulated the coveted seven figure portfolio, there is hope. An advisor can help you develop a retirement[…]
Donald Trump’s election win last year was one for the history books. Political and financial news pundits had a field day attempting to explain away[…]
Last week while talking to a prospective client I asked, “Have you ever had a financial plan completed for you?”. She answered matter-of-factly “Yes,[…]