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Market Commentary


Part of our mission is to educate our clients in financial literacy.  In conjunction with some of our partners and sponsor companies, we have compiled a sample of investment and financial planning related articles below.  


Bridging Generational Investment Goals (Russell)

Talking Tarrifs (Invesco)

Three Things to Watch in 2019 (Federated Investors)

What is an Inverted Yield Curve Telling Investors (Columbia Threadneedle)

A Long December (Richard Bernstein Advisors)

2018 3rd Quarter Market Update (Fidelity)

Understanding Market Volatility (Fidelity)

Tax Act of 2017 - Three Strategies advisors and clients should discuss (Columbia Threadneedle)