I hope you and your loved ones are well, staying healthy and enjoying the warmth of Spring. While the markets have been volatile, it is important to remember that this brings opportunities, such as dollar-cost averaging, tax-loss harvesting and the occasion to reassess one’s risk tolerance.  

In this Spring edition of our newsletter, you will find a case study, a brief note on newly proposed retirement legislation, and a quarterly economic commentary.

We encourage you to share this newsletter with anyone who may find it to be of value. Enjoy this latest edition.

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