Global Portfolio Strategy | October 9, 2020

Stocks pulled back in September as COVID-19 cases rose, causing the economic recovery to begin to lose some momentum. Policymakers in Washington, DC, struggled to reach an agreement on a stimlus package, and markets got a bit jittery as Election Day approached. The...

Fall Announcement 2020

I’m happy to share, we have two new additions to our team: Catherine Jones, Administrative Assistant and Toni Tucker, Medicare Operations and Client Services Associate! Catherine joined the team at the beginning of summer. Many of you know Catherine from her time at...