Quarterly Portfolio Advisory Insight

Please click on the following link to view our Fall Newsletter.

This quarter’s edition includes articles on: the perceived disconnect between the performance of markets and the economy; the historic impact of U.S. presidential elections on markets; how giving in-kind can provide a “double dose” of good; how using the “three-bucket approach” can help retirees and cash-flow-focused investors navigate through all market conditions while meeting their income needs; and, how gold can help serve investors’ objectives.