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Investment Management
Market Insights: S&P 500 Returns in Year 4 of the Presidential Cycle
As many of you are aware, we find ourselves in the midst of the election cycle, with today often dubbed 'Super Tuesday'.
James Sawdon
Market Insights: Navigating the FOMC's Impact on Markets
The FOMC meeting involves a comprehensive review of current economic and financial conditions.
Market Insights: S&P 500 Concentration
Reflecting on the S&P 500's impressive 24.2% surge in 2023 and peering into the future of 2024 unveils a standout performer within the index - the "Magnificent Seven."
Family Office Services
Generational Wealth Transfers, Planning, and Retirement
One of the highlights of the wealth management business is working with the children of clients.
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