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  • RESOURCES
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  • ABOUT
  • SERVICES
    • Asset Management
    • Financial Planning
    • Wealth Services
  • RESOURCES
    • FAQs
    • Newsletters
    • Insights
  • CONTACT
  • ABOUT
  • SERVICES
    • Asset Management
    • Financial Planning
    • Wealth Services
  • RESOURCES
    • FAQs
    • Newsletters
    • Insights
  • CONTACT

Newsletters

Newsletters

2023

  • Q1 2023 Market Recap and Investment Outlook
  • Q4 2022 Market Recap and Investment Outlook

2022

  • Q3 2022 Market Recap and Investment Outlook
  • Q2 2022 Market Recap and Investment Outlook
  • Q1 2022 Market Recap and Investment Outlook
  • Q4 2021 Market Recap and Investment Outlook

2021

  • 4Q 2021 Mid-Quarter Investment Update 
  • 3Q 2021 Investment Update
  • 3Q 2021 Mid Quarter Investment Update
  • 2Q 2021 Investment Update
  • 2Q 2021 Mid Quarter Investment Update
  • 1Q 2021 Investor Update
  • March 2021 – Investor Update
  • 4Q 2020 Investment Update

2020

  • Jan 2020
  • April 2020
  • July 2020 
  • 3Q 2020 Mid Quarter Investment Update
  • October 2020
  • 4Q 2020 Mid Quarter Investment Update

2019

  • January 2019
  • April 2019
  • July 2019
  • Oct 2019

2018

  • January 2018
  • April 2018 
  • July 2018
  • Oct 2018

2017

  • January 2017
  • April 2017
  • July 2017
  • October 2017

2016

  • January 2016
  • April 2016
  • July 2016
  • October 2016

2015

  • January 2015
  • April 2015
  • July 2015
  • October 2015

2014

  • January 2014
  • April 2014
  • July 2014
  • October 2014

2013

  • January 2013
  • April 2013
  • July 2013
  • Oct 2013

2012

  • April 2012
  • July 2012
  • Oct 2012
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Contact Information

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Unit#CU-2
East Greenwich, RI 02818

Toll Free: (855) 768-3040
Fax: (401) 453-0678

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