For over 20 years, The York Spence Wealth Group has delivered highly personalized wealth management services to a niche group of military defense and hi-tech clients who share many similarities. They are hardworking, down to earth and civic minded. They are also deeply committed to their families, friends and careers. They have worked most of their lives to accumulate wealth for retirement and are very careful on how they invest and spend their money. They insist on honest business relationships and professional advice.
Working with sophisticated wealth planning tools, methodologies and a suite of vetted investment options, we help our clients make more informed decisions about their money and estate. Keeping our clients firmly rooted and secure in life is our top priority.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
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The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.
