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2020 Summer Edition

Investment considerations in light of COVID-19

The effects of the COVID-19 pandemic have been significant, impacting in some way nearly every aspect of society. On the financial front, we have seen major upheaval to the economy, and we unfortunately saw a quick and steep decline in equity markets in mid-to-late March.

Wealth transfer planning strategies for the current time

While news about the pandemic and all the ways it is impacting us dominate our daily lives, those who give attention to the future may be able to find some attractive wealth transfer opportunities.

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