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Quarterly Financial & Investment Update

First Quarter 2018
Get Informed on the Financial Markets, Investment Performance, and Economy

The markets were volatile near the end of the quarter and most asset classes were negative 1% to 3%. Please watch the 20 minute market video and schedule a time to talk about your financial portfolio in more detail.

Video Presentation (PDF)

Download a PDF copy of the video presentation.

Performance Reporting

Check the performance of your investments anytime.

Questions? Schedule a call with Robert. 

Reach us at (949) 305-0500