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Market/Economic Update

Discover the latest market and economic insights every quarter straight from John Bullman, our Chief Investment Officer.

Market Update Article
Miller Bentley, Sr. Financial Advisor6 min read

Wealth Planning for a Changing Environment: Key Points from the One Big Beautiful Bill Act

Winston Churchill summarized the concepts of change and perfection with the simple words ...
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John Bullman, CFA, CAIA8 min read

2025 Q2 Market Update

The second quarter of 2025 saw an across-the-board rebound in most assets as tariff ...
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John Bullman, CFA, CAIA7 min read

2025 Q1 Market Update

The beginning of 2025 was marked by volatility, a sell-off in the domestic equity ...
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William Purvis, Associate5 min read

The Economic and Market Impact of the Trump Administration's Agenda

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