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Educational Documents

2020 Halftime Report Presentation

2020 Halftime Report Presentation

The 2020 Halftime Report presentation covers:

  • Market performance for 2020
  • Economic factors impacting markets
  • Recent, headline dominating trade talks
  • Fed monitored economic data
  • Financial outlook for the balance of the year
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2020 State of the Markets Presentation

2020 State of the Markets Presentation

In this presentation, we provide a comprehensive review of market activity in 2019, and a look ahead at 2020.

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2020 Key Financial Data

2020 Key Financial Data

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2020 Tax Planning

2020 Tax Planning

In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

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2019 Key Financial Data

2019 Key Financial Data

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