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Updates

April 30, 2024

First Quarter Market Outlook – April 2024

Commentary from our Founding Partner and Chief Investment Officer, Daniel P. Murphy, CFP®

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February 1, 2024

Fourth Quarter Market Outlook – January 2024

Commentary from our Founding Partner and Chief Investment Officer, Daniel P. Murphy, CFP®

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November 3, 2023

Third Quarter Market Outlook-November 2023

Commentary from our Founding Partner and Chief Investment Officer, Daniel P. Murphy, CFP®

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October 4, 2023

October Market Insights

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August 3, 2023

Second Quarter Market Outlook – August 2023

Commentary from our Founding Partner and Chief Investment Officer, Daniel P. Murphy, CFP®

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June 1, 2023

May Market Insights

A look at the top heavy market.

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May 3, 2023

Quarterly Update

Commentary from our Founding Partner and Chief Investment Officer, Daniel P. Murphy, CFP®

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May 2, 2023

A fiduciary is legally required to act in your best financial interest and not their own

– here’s why that’s so important

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Farmington Hills, MI Office

27555 Executive Drive, Suite 190 Farmington Hills, MI 48331-3550

(248) 479-4811

Sarasota, FL Office

8470 Enterprise Circle
Lakewood Ranch, FL 34202

(941) 200-0455

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