An effective investment strategy must be custom tailored to each client. We work with clients to analyze their current situation, develop goals, and create a strategy with which to achieve their financial goals. With a plan in place, we monitor and adjust for personal and market conditions.
At The Elliott Group, we are incredibly proud that Financial Advisor, Patrick Elliott, is a recipient of the following prestigious awards. It’s an honor to have a teammate nationally recognized in the industry—because it means we are serving our clients well. Congratulations, Patrick!
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
October 23, 2017
The Donor Advised Fund
Social Security At-a-glance
March 18, 2021
Trend & cycle: The long view