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Sound Advice for a Secure Future


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The Fed's abrupt U-turn & Brexit fatigue

Expect the Fed to continue their flexible, easy monetary policy as they continue to monitor inflation and employment measures. Quarterly investment commentary from our investment strategy partners at East Bay Financial Services.

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Our approach to ESG investing

You can see there are as many combinations and iterations of ESG investing as there are opinions among investors. Our approach is not to try to create a separate flavor ESG portfolio for every palate, but rather build portfolios that satisfy investors with a broader approach.

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