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Quarterly Commentary

4th Quarter 2025 Commentary

The fourth quarter of 2025 concluded a year defined by resilience amid political and economic turbulence. Headlines included the longest U.S. government shutdown in history, renewed trade negotiations, and two Federal Reserve rate cuts. Despite these challenges, global equity markets closed the year near record highs, underscoring the benefits of disciplined investing and global diversification. ... Read More

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4th Quarter 2022 Commentary

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Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

Tampa

115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

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6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(800) 684-9139

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  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos