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The U.S. Department of Labor (DOL) has issued its final fiduciary rule governing how investment professionals provide advice to Americans who are saving for retirement. Please review the DOL overview handout for more information, and contact us with any questions.
Market watchers breathed a sigh of relief after the S&P 500 broke through to a fresh all-time high this summer after treading water for more than a year. So, does the market have room to run, and what does this mean for valuations? Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation click on the Contact Us box.
Mary Mathias is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Shawn O'Reilly is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, HI, IL, KS, MA, MD, MI, MO, MT, NC, ND, NJ, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.