Strategy Report: A New Year. A New Decade.


The pursuit of forecasting what opportunities and obstacles lie ahead takes added importance when looking at a new year and new decade to come. What follows are some thoughts about the opportunities and challenges before us, along with the identification of significant trends that will guide our analysis and portfolio recommendations. In addition, this issue includes an explanation of a goals-based investing approach, updated performance for major asset categories, and key market events to watch.

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