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Advisor Insights

Model Update – First Trust – FTP 1 – 6 – 1Q21

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Advisor Insights

Model Update – LPL Financial – LPL C1 – C5 – 1.4.21

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Advisor Insights

First Trust – Keeping the Good State Policies

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Advisor Insights

Weekly Market Commentary 1/4/2020

Weekly Market Commentary January 4, 2021   The Markets   Last week was the cherry on top of a turbulent year for investors.   After the $900 billion fiscal stimulus bill was signed on Sunday, major U.S. stock indices moved…

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Advisor Insights

Weekly Market Commentary 12/28/2020

Weekly Market Commentary December 28, 2020   The Markets   U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week.   Congress managed to cobble together a new stimulus package that was acceptable…

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State Street – December Chart Pack

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Advisor Insights

Vanguard – 2021 Outlook

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Advisor Insights

Weekly Market Commentary 12/14/2020

Weekly Market Commentary December 14, 2020   The Markets   When it comes to beverages, frothy can be delicious.   In what may be the least inspiring description of fizzy drinks ever written, a group of food engineers explained, “Aeration…

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Weekly Market Commentary 12/7/2020

Weekly Market Commentary December 7, 2020   The Markets   When is bad news good news? Take a look at last week.   Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report…

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Advisor Insights

First Trust – S&P 4,200 – DOW 35,000

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Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC*. Other advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings / Independence Square Advisors is a separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA  

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