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We believe in a disciplined approach to investment management. We structure client portfolios to meet short-term needs as well as long-term strategic goals. The first priority is satisfying day-to-day income needs and planning for any near-term capital expenditures by using cash management strategies and short-term fixed income instruments. The next step is structuring a core strategic portfolio for long-term appreciation. This portfolio has a traditional focus using an equities and fixed income allocation based on the client’s risk tolerance and financial objectives. Finally, we carve out a tactical/satellite allocation positioned to take advantage of opportunistic strategies and shorter-term ideas.
At The Sturtevant Group, we are very proud that Financial Advisor Amy Sturtevant has been named a Forbes Top Women Wealth Advisors in 2022 and 2023 and a Forbes Best-In-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Amy!
Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.
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Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.
November 10, 2020
Retirement Plan Update
Social Security At-a-glance
Safeguarding Assets for the Elderly
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