Dedicated Wealth Management
Evidence-based fund investing | Financial planning | Exceptional service you can count on
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Insights & Press
It doesn’t get much better than 2019, with the S&P 500 posted one of its highest yearly returns in two decades, up 3...
Jan 7 2020
How can you prepare yourself and your investments for 2020? Think about what you need to know to move forward this...
Jan 9 2020
FundX President Janet Brown discussed the Upgrading strategy and where to invest now.
Jun 5 2019
CEO Janet Brown talked about the dos and don’ts of sustainable investing.
Nov 14 2019
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