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Weekly Insight: 4th Quarter Commentary & 2017 Outlook

I hope everyone’s year is off to a great start. 2017 marks our 15th year in business, and I am truly more optimistic about our style of investing and the opportunities for our clients than I’ve been in over a decade. We made some very positive strategic shifts in our portfolios during the fourth quarter. These include reducing internal investment costs, eliminating mutual fund managers who have not performed, and…

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