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Stock Market Update 04/24/2020

Stock Market Update 04/24/2020

The stock market can’t find a direction and seems fairly to slightly overvalued with the S&P 500 near $2800. Investors remain cautious as the US economy remains shut and expectations of the US economy reopening range anywhere from early May to early summer....
New Client Experience

New Client Experience

The first steps for a new client is to authorize the Portfolio Management Agreement and review the Form ADV Part 2 Brochure disclosure documents. The Portfolio Management Agreement details the services that will be performed and what to expect as a new client. The...
Investment Consultation Detailed

Investment Consultation Detailed

The investment consultation is the first meeting between our investment advisor and the prospective client. This is not a sales meeting and we aren’t trying to sell you any product or our service. The meeting is complementary, no catch and no obligation. And the...
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