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What a difference a year can make when planning for your future. Of course, you’re 12 months closer to, or farther into, retirement. Unexpected obligations may have arisen. Your family may have grown or taken on a new structure. Your income may have changed. You may have developed new interests or set new life goals. … Continue reading Why Your Annual Financial Review is a Must
Read the J.L. Bainbridge 2018 Annual Report to learn more about our rate of return over the past 18 years, our investment strategy and our evaluation of the current market environment.