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Thinking That Drives Results

The world moves quickly, and we strive to keep our clients a step ahead. Please bookmark this page and check back regularly for valuable perspectives on wealth management, our latest news, and investment insights that can enhance your prosperity.

Thinking That Drives Results

The world moves quickly, and we strive to keep our clients a step ahead. Check back regularly for insights that can enhance your prosperity.

New Location

Kingston’s History and Cumberland’s Future

June 1st, 2021
Read time: 1 minute

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Tax Planning

Maximizing wealth for business owners and professionals

May 28th, 2021
Read time: 4 minutes

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Global Equity Review

The Transition to Mid-Cycle:

May 21st, 2021
Read time: 5 minutes

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Financial Wellness

Does your advisor care?

May 10th, 2021
Read time: 4 minutes

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Global Equity Review

A Perspective on Earnings Revisions and Pent-Up Demand

May 7th, 2021
Read time: 4 minutes

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Stock Story

Rebirth of The Gen X Tech Stock

May 4th, 2021
Read time: 1 minute

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Global Equity Review

Climbing The Wall of Worry

April 23rd, 2021
Read time: 4 minutes

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Chairman's Commentary

Gerry Connor's latest market outlook

April 20th, 2021
Read time: 19 minutes

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Quarterly Outlook

Our review of the first quarter of 2021 and outlook

April 12th, 2021
Read time: 6 minutes

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Global Equity Review

Our Global strategy review for the first quarter of 2021

April 9th, 2021
Read time: 1 minute

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Fixed Income Review

Our fixed income strategy review for the first quarter of 2020

April 1st, 2021
Read time: 1 minute

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US Tax Traps

If you have US property, look out for these three red flags

April 1st, 2021
Read time: 4 minutes

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