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Eventide Business 360: In Practice

 

Listen as Business 360 Program Manager Hannah Cumming explains how Eventide Asset Management, LLC uses this proprietary model to assess companies.

Actionable Info Not Covered by Pundits

Dear Clients and Friends,

We are going to take a break from retirement topics and address the elephant in the room: Coronavirus (COVID-19)

In this 36 minute video, Eventide Chief Investment Officer, Finny Kuruvilla, MD, PhD, (Harvard) shares his perspective on the current data and stories surrounding COVID-19.

Let us not lose our heads over the recent market volatility

 

Clients & Friends:

Perspectives on the rise of Values-Based Investing

FINNY KURUVILLA
11 MIN VIDEO:  ​https://youtu.be/mwc4_e3zziw

Socially responsible and sustainable investing has become a dominant trend in investing. As values-based investors, how can we best approach the array of new options and data streams? Eventide CIO, Finny Kuruvilla shares his perspective.

Braver Capital's Second-Quarter Market Outlook

Click below to download the report today!

q2-2018-outlook-bcm.pdf

Keeping This Correction in Perspective

Talking to Your Heirs About Your Estate Plan

Should We Reconsider What Retirement Means?

Are Too Many Baby Boomers Too Indebted?

Retirement In Sight for July, 2017

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Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.-  Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

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