Bend, not Break: 2022 Q4 Client Letter

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As expected during a broad bear market, portfolio strategies everywhere bent under the strain, but of critical importance, our portfolios and financial plans did not break! Learn about the wealth strategies we used to protect financial portfolios in a bear market.

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Seeking Value During Interesting Times

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Today’s headlines are filled with unrest: impeachment, Hong Kong protests, and Brexit. At the same time, we are experiencing the strongest labor market in decades, incredibly low interest rates, and a soaring stock market. What do these interesting times mean for your financial future?

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