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To help individuals and their families preserve, grow and transfer their wealth so that it is better positioned to achieve the greatest positive impact on the people, organizations and communities which they care most about, now and for future generations to come.
In this endeavor, we have developed a process by which we remain fully informed about our clients’ financial & personal goals. We make responsible investment recommendations that consider all aspects of our clients' financial well-being.
Ayesha Yasin, CRPC®
At the The District Capital Group, we are very proud that Ayesha Yasin was recently named to the 2018 Working Mother’s Top Wealth Advisor Mom list. We are honored to have our teammate receive this accolade—because it means we are serving our clients well.
With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.
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April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
June 6, 2023
Trend & cycle: The long view
April 4, 2023
The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?