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Category: Thought Leadership

[Video] Third Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss second quarter asset class returns, the economic recovery and GDP growth projections, whether inflation

[Video] Second Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review first quarter asset class returns, discuss the COVID-19 vaccine distribution progress, how global fiscal

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