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Category: "Front Page"

Shape of the economic recovery and what’s next for investors

Last month we asked you to participate in our survey on the “Shape of the Recovery”. Thanks for taking the time to give…

Making sense of rates of return

Financial Services has an abundance of acronyms and glossary terms that can be downright confusing. Even something as seemingly straightforward as the rate…

The Pendulum Swings

Whether you’re heartened or disheartened by the election of Donald Trump as President of the United States, one thing is clear – the pendulum…

New Rules for Corporate Class Mutual Funds and How They Affect You

At the beginning of the year, we hosted round table discussions to help you set your planning agenda for 2016. We discussed income…

Carpe Diem! Volatility-not so bad after all

Recent weeks in the financial markets have been dramatic. On August 10th the People’s Bank of China devalued the Chinese renminbi (yuan) and…