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Prestige Publications
& Insights

Webcast - 4th Quarter 2019 Thumbnail

Webcast - 4th Quarter 2019

Watch our team as they review the 4th Quarter's Market Performance and 2020 Outlook on the Economy. In this short video, we'll also share with you some of the highlights of the NEW SECURE Act and its impact on your retirement plans.

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Newsletter - 4th Quarter 2019 Thumbnail

Newsletter - 4th Quarter 2019

As we look back and reflect on what was predicted by many to be a year of worry and concern investors were rewarded for taking risk. The final month of the year brought several new highs for both the S&P 500 and the Dow Jones Industrial Average. After a year of strong returns for almost all asset classes, analysts are still mostly confident. However, most are anticipating modest gains for 2020.

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5 Steps to Get Your Finances in Order for 2020 Thumbnail

5 Steps to Get Your Finances in Order for 2020

You pay your mortgage, go out to eat several times a month, and have a 401(k). Everything is fine, right? Well, it may be, but your money can likely do even more for you. Here are 5 steps to get your finances organized for 2020 — your future self will be grateful.

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