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Daily Guideposts

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PFP - February 2024 Newsletter

One part of our job that we cherish is the opportunity and necessity to keep learning. We learn so much every year from the experiences and reactions we observe while studying the economy and financial markets.

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PFP - May 2023 Newsletter

At times like this in particular, it is healthy to remind ourselves of the positive and not always focus on the negative. The list of factors that will drive the US economy into the future is exciting.

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July 2020 Newsletter: Navigating Choppy Waters

Like those shipbuilders from another era, we continue to focus on factors we can control for our clients. Building a better boat identifies with our approach of engineering and constructing a durable portfolio for clients: a customized portfolio aligned to each client’s financial plans that can handle the turbulent markets.

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