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Fourth Quarter Portfolio Update 2022

Fourth Quarter Portfolio Update 2022

Listen in to understand how the current market actions drove us to our new portfolio update and what we expect for the near future in this video discussing the strategy behind federal monetary policy and the nuance of the "Game of Chess". 

2022 Mid-Year Market Update

2022 Mid-Year Market Update

Watch this video detailing our thoughts for the mid-year economic and market conditions that exist currently and thoughts on the future. 

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Portfolio Rebalance Q4 2021: A Return To Norm

Portfolio Rebalance Q4 2021: A Return To Norm

Listen in to understand how the current market actions drove us to our new portfolio update and what we expect for the near future in this video describing what we call a "return to normalcy"

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Portfolio Update 2021: A Return To Diversification

Portfolio Update 2021: A Return To Diversification

Listen in to understand how the current market actions drove us to our new portfolio update and what we expect for the near future

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