Fourth Quarter 2017 Market Insights Video

Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.


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Latest Updates & Information

1 Q 2018 Commentary

International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.

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4 Q 2017 Commentary

Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.

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Fourth Quarter 2017 Market Insights Video

Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.

Watch video here