The mission of The Valente Investment Group is to help create financial security and peace of mind for individuals and their families. We build strong, lasting client relationships based on servicing accounts in today’s ever changing social and economic conditions. Working closely with our clients’ tax and legal advisors, we coordinate the most efficient and effective means for turning goals into reality. The Valente Investment Group conducts our practice in an environment that embraces mutual respect, professionalism and a commitment to exceptional service. “The hallmark of our practice is a dedication to world-class service.”
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »
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The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.
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