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Safeguarding Your Legacy
September is National Preparedness Month – a reminder to evaluate your insurance coverage, estate planning strategies, and overall risk preparedness to ensure you, your family, and your legacy are prepared and protected.
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MARKET REVIEW: 1Q 2020
There is no shortage of superlatives to describe the public health tragedy and the devastation in the capital markets in the first quarter of 2020.

March Madness
The 20%-plus gain in the S&P 500 Index between Tuesday and Thursday officially counts as a bull market and marks Monday as the end of

KEEPING PERSPECTIVE IN UNCERTAIN TIMES
The causes of each cycle and the depth and duration of the decline vary, but down markets and ensuing recoveries have been happening since before

Ready Position
In the first quarter of 2019, recession fears quickly surrendered to optimism when, in late January, the Federal Reserve announced they would hold off on

TOO MUCH OF A GOOD THING
Many investors see portfolio diversification as an almost magical strategy that reduces risk and ensures solid returns, but actually harmful in extreme doses.