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Quarterly Financial & Investment Update

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

The U.S. economy and financial markets were strong in the third quarter but mixed internationally. Please watch this quarter’s market video (watch second quarter’s video here) 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