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Investment Commentary

PERFORMANCE Stocks marched upwards in the first quarter of 2021, driven higher by improving corporate earnings and the hope that the vaccination effort will lead to significant economic growth in the second half of the year. Major U.S. stock ind...

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Tax Planning 2021

It’s never too early to start planning tax reduction strategies. Please use our Key Financial Data 2021 PDF below to answer questions you may have around tax rates, deductions, credits and more. Contact your wealth advisor to explore how you ...

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