Insights
November 2019 Client Question: Stocks and Bonds Diversification
by Andrew Murphy, CFA | Director of Portfolio Management In our October Client Question of the Month, we highlighted the benefits of a globally diversified…
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September 2019 Client Question of the Month: How’s the market doing?
by Andrew Murphy, CFA Director of Portfolio Management We’ve received a few questions over the last several weeks on the differences between major US indices.…
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Q3 2019 Market Review and Outlook
by Andrew Murphy, CFA Director of Portfolio Management OVERVIEW – THIRD QUARTER 2019 Major financial asset classes posted mixed results in the third quarter of…
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April 2020 Market Recap
by Andrew Murphy, CFA | Senior Director of Portfolio Management DOWNLOAD/PRINT The market continued to rebound in April as the S&P 500 increased by +12.8%, the best monthly…
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November 2019 Client Question: Stocks and Bonds Diversification
Client Question of the Month |by Andrew Murphy, CFA | Director of Portfolio Management In our October Client Question of the Month,…
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September 2019 Client Question of the Month: How’s the market doing?
Client Question of the Month |by Andrew Murphy, CFA Director of Portfolio Management We’ve received a few questions over the last several…
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Q3 2019 Market Review and Outlook
Market Commentary |by Andrew Murphy, CFA Director of Portfolio Management OVERVIEW – THIRD QUARTER 2019 Major financial asset classes…
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April 2020 Client Question: Is this a good time to invest new money?
Client Question of the Month |by Andrew Murphy, CFA | Senior Director of Portfolio Management DOWNLOAD/PRINT In 2020, the S&P 500 entered its first bear…
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Reversal of 2020 Required Minimum Distributions (RMD) under the CAREs Act
Updates |By Kenneth J Dean CPA, CFP®, CFA, MSTSenior Director, Financial Planning DOWNLOAD/PRINT In April, the IRS extended…
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Unemployment Benefits Under COVID-19
Updates |by Kenneth J. Dean, CPA, CFP®, CFA, MST Director of Financial Planning DOWNLOAD/ PRINT COVID-19 has impacted…
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Q1’2020 Market Review and Outlook
Videos |The first quarter of 2020 will forever be synonymous with the coronavirus crisis. The virus has not…
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Q1′ 2020 Market Review and Outlook
Market Commentary |by Andrew Murphy, CFA Director of Portfolio Management DOWNLOAD/ PRINT OVERVIEW – FIRST QUARTER 2020 The first quarter of…
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Barron’s 2020 Top 1200 Financial Advisors
Accolades |Mark Winthrop Named to Barron’s 2020 Top Financial Advisors This year’s Barron’s 2020 Top 1200 Financial Adviors ranked…
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