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Our Values and History

Our Values and History

A Tradition Of Family. Celebrating over 62 years of Service and Trust

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Our Only Business Is Our Clients

Our Only Business Is Our Clients

Working In Your Best Interests

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Transparency 

Transparency 

Fees, products, resources: all disclosed and made clear

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2-Minute CIO Update. What to Watch For in the Fourth Quarter<br/>

2-Minute CIO Update. What to Watch For in the Fourth Quarter

Take 2 minutes to hear CIO Christian Chan share three things he's thinking about for the fourth quarter:  

A potential government shutdown
-Economic impact is likely to be both modest and temporary
Student loan repayments
-Repayments to resume in October
-Will definitely lower consumer spending
Labor market slowing but really healthy
-The cumulative effect of the strikes
-Could potentially lower growth and increase inflation 

Takeaways:  Stay disciplined to your long-term investment strategy
Ensure your portfolio is diversified across industries and geographies

Look here for important and timely topics from Christian Chan, CFA, Chief Investment Officer
AssetMark

Stay on Track. Create An Investment Plan To Achieve Your Goals

Stay on Track. Create An Investment Plan To Achieve Your Goals

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal.

Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

1. Select a goal

2. See how contributions affect your goal

3. Request a consultation to help stay on top of your finances

Help Save Lives: &#160;Consider Organ Donation

Help Save Lives:  Consider Organ Donation

Every day 17 people die waiting for an organ transplant. The truth is that sometimes family members are not always qualified matches; sometimes a stranger is a better match than family. That is why it is so important to consider becoming an organ donor. You can register now to become an organ donor. You can be a donor after your death, or as a living donor for specific situations. Either way, your gift will save lives.

Thank you for considering becoming an organ donor.

Margaret


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