Taking Stock with Steele

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Taking Stock with Steele is our monthly newsletter where we share our insights and expertise. Our goal is to ensure that our clients are well informed of changes impacting our investment recommendations and local business decisions. We believe Knowledge Pays and we want our knowledge to help pay for you.

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Discretionary Portfolio Quarterly Commentary

Our quarterly commentary is a summary of our discretionary portfolio offering (PIMG) and comments on recent portfolio transactions. We discuss the current economic environment, investment ideas and themes.

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