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As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.

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Charles Schwab

We partnered with Charles Schwab to provide custodial services and back office support for Evans May Wealth. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure.

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OUR INSIGHTS > Webinars

Market Outlook: Expert Panel Webinar

In our market outlook webinar, we discussed recent market activity, inflation, and the risk of recession.  The panel insights provide clarity on what’s driving current U.S. stock market performance and what may be coming next. You can expect to hear about:

– U.S. economic and market outlook in an inflationary environment

– What’s ahead for the market, is a recession imminent?

– Impact of the Federal Reserve’s monetary policy on the market

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