The Quarterly – Edition 2, Summer 2016

(Link below)

In this edition we…

 – Give an update on firm progress
 – Offer some comments around the Brexit
 – Provide some alternative news to the more frequent ‘doom and gloom’ headlines
 – Place a spotlight on a popular tax-optimization strategy, and
 – Review one of our behavioral tendencies and how it may affect investment decisions.

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The Quarterly – Edition 2, July 2016

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