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March 2018

First Quarter 2018 - Quarterly Market Review

First Quarter 2018 – Quarterly Market Review

Quarterly Market Review /

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Impact of Diversification Quarterly Topic: Sailing with the Tides CONTINUE READING

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Bulls and Bears | Investment Advice

Bulls and Bears, Trade and the Fed: Advice for the Head Scratchers

Blog, Financial Planning, Investment Management, Wealth Management /

As an investment advisor and partner to our clients, it is our responsibility to put stock market and investment news in proper perspective. While the media is reporting daily on market fluctuations and speculating on what might happen in the short term, it is our duty to help guide you through the ‘noise’ and stay

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