David Beauchamp CFP®, FMA, CIM, FCSI®
Senior Financial Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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When Sickness Strikes
February 28, 2020 • Portfolio Construction
The outbreak of the coronavirus has resulted in abrupt market shifts and even greater uncertainty over what will happen next. See how CI Multi-Asset Management is being proactive in their asset allocation strategy so your portfolios are prepared for when sickness strikes.
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The Playbook – February 10, 2020
February 10, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Expanding the Toolkit
February 06, 2020 • Portfolio Construction
This month, the CI Multi-Asset Management team is opening their toolbox to show how they’re incorporating alternative investments across their managed solutions for a new, modern approach to portfolio construction.
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The Playbook – February 3, 2020
February 03, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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