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Post-Election Fixed Income Sector View

The election has passed, and markets are now assessing the implications of the red wave political shift. A pro-growth agenda (spearheaded by tax cuts), a pro-business agenda, and pro-growth policies, comes at a time when corporate profitability is strong and the consumer is very resilient. Despite the expected natural slowing effects of higher interest rates, this agenda is expected to support economic momentum as well as trigger adjustments in inflation expectations. We should not forget that headwinds such as geopolitical tensions in Ukraine and the Middle East, ongoing social polarization and dysfunction, and the potential for policy missteps could bring increased market volatility.

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A Milestone of Success

    A Milestone of Success Thank You for Your Trust and Partnership Dear Friends, We are writing to share some exciting news and to express our sincere gratitude for your continued trust and partnership. With our sub-advisory partnership with ALPS Advisors,...

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Market Update – Riding Into Year-End

As we enter the final months of 2024, we would like to take this opportunity to share our perspective on the evolving economic and geopolitical landscape, along with our insights on various market segments. We continue to navigate a period of heightened uncertainty as the economy undergoes the post-COVID normalization process. Policymakers and politicians are encountering new challenges during this transition.

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Welcome Carys Murphy

As we continue to grow and position ourselves for the future, we’re thrilled to welcome Carys Murphy to our team. Carys comes to us from Charles Schwab, where she was instrumental in driving their growth initiatives and integration strategies, including the landmark $26 billion acquisition of TD Ameritrade.

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Welcome Charlie Smith

We are excited to welcome Charlie Smith to our Business Excellence team! Charlie recently graduated from the University of Colorado, Boulder with a Bachelor’s Degree in Business Administration, with emphasis in Real Estate and Marketing. He will be supporting our growth and reinforcing our commitment to delivering exceptional outcomes for our clients.

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