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Melissa Saleeby
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What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects. (2:53)
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)
Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)
Learn more about a program that can help you make important decisions about your retirement income. (2:23)
Tim Epperson enjoyed providing for his family; then a sledding outing changed their lives forever. But, because of a decision they made years earlier, Tim is still the provider he always wanted to be. (5:31)
Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)
There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)
Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.
Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
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