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Quarterly Wealth Report – July 2020

Topics Include:

Is Osborne Partners a Growth or Value Manager? Yes. – In this article, we discuss the long-term advantages of being a style agnostic manager.

U.S. Dollar: What Goes Up, Must Come Down? – After years of strength, is the U.S. dollar poised for a fall?

Election 2020: Where Do We Go from Here? – Regardless of who wins the presidential election, tax rates are likely to increase.

Financial Planning Tax Tips in 2020 – On occasion, accelerating income taxes can make sense.

Credit Markets: Thanks to the Fed – For the first time in history, the Fed is buying corporate bonds.

And regarding the pandemic – watch this video for what we feel lies ahead.

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