October 2023 Market Commentary

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September 2023 Market Commentary

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August 2023 Market Commentary

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July 2023 Market Commentary

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Self-Funding Long-Term Care

By: Antonio Castillo | Associate Advisor Long-term care is probably one of the biggest elephants in the room. In 2016, the Office of the Assistant Secretary for Planning and Evaluation published a research report indicating that most Americans underestimate the risk of developing a disability needing long-term services and support. The report also said that […]

June 2023 Market Commentary

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May 2023 Market Commentary

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April 2023 Market Commentary

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March 2023 Market Commentary

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February 2023 Market Commentary

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