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Join date: Nov 16, 2022
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Apr 11, 2025 ∙ 2 min
A “Voting Machine” Week in the Markets
This is a version of an email we sent to clients on April 6th, 2025 "In the short run, the stock market is a voting machine, but in the...
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Feb 25, 2025 ∙ 4 min
Investing with a Populist President
How should we allocate our investments if we are close to or in retirement with a populist president in office? It is easy for those who...
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Jan 20, 2025 ∙ 5 min
Health and Wealth at 60: Your Roadmap to a Thriving Retirement
Navigating Life’s Crucial Decisions as You Approach 60 As we approach 60, life seems to accelerate—our bodies change, and the number of...
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Timothy Clifford
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