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To keep you informed of how your investments are performing, and to make adjustments as needed.
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Long term planning to ensure you’re ready when your children are ready for higher education.
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To design an investment strategy to help you towards all of your retirement goals.
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The post-election environment and positive developments toward a COVID-19 vaccine have led to a surge instock prices. The added clarity on these two fronts has boosted sentiment, which may present a risk in the near term as stock prices are near all-time highs.
Corporate America delivered quite an encore to a surprisingly good second quarter earnings season with more of the same in the third quarter, despite a higher bar. S&P 500 Index companies didn’t quite match the biggest upside surprise ever—but they came close. We’re optimistic about the earnings recovery in 2021 and beyond, and outline five key takeaways for investors.
