• Jeran Van Alfen, CFP®

2020 Mid Year Progress Review Video

Please enjoy our mid year commentary. This video covers:

  • 1st half recap

  • Top questions right now

  • 5 financial planning themes for 2020

  • Expectations for the next six months



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Monday Market Review November 23, 2020

Summary Economic data for the week included increases in retail sales, industrial production, and several housing metrics; a pair of regional manufacturing indexes decelerated but remained solidly in

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