Progressive Portfolio Concepts was developed to form partnerships with our clients with the goal being to develop customized wealth management plans which exceed client objectives. An intrinsic part of our investment strategy is driven by our belief that well run organizations, with responsible corporate governance, which treat their employees and society at large with prudence and respect, are well positioned to outperform client expectations.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.