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Investment Quarterly

Investment Quarterly Q3 2020

Market Commentary
Presidential Elections and the Stock Market
Portfolio Changes
Soundbytes

Investment Quarterly Q2 2020

Market Commentary
Planning Corner
Soundbytes
Portfolio Changes
Welcome, Ella Stone!

Investment Quarterly Q1 2020

Market Commentary
CARES Act Provides Relief and Opportunity
Portfolio Changes
Soundbytes
Welcome Our New Team Member, Alison Berube!

Investment Quarterly Q4 2019

Market Commentary
A Warm Welcome to Matthew Skaves, CFA®
SECURE Act Changes Retirement Planning
Portfolio Changes
A Fond Farewell to Karen Mitchell

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