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[Video] Third Quarter State of the Markets

July 21, 2021

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 is a concern, the overall outlook of equities and bonds, and the data surrounding generational wealth transfer to millennials.


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