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Category: Thought Leadership

[Video] 2022 First Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review 2021 fourth-quarter asset class returns and discuss the power of portfolio diversification, our perspective

[Video] Fourth Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss third quarter asset class returns, how inflation is impacting the market, and their overall

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