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13
March
Disclaimer: At Milestone Asset Management, our portfolios do not have any direct exposure to the SVB Banks situation. Video: From our financial network, Joe Moss, CIO for Synergy Asset Management. It will take some time, but the FDIC was designed for moments like this. The FDIC seizure of Silicon Valley Bank is the second-largest US
2
March
U.S. Markets Retreat in February Stock markets in the U.S. and around almost all of the world dropped in February, in very stark contrast to January, when almost all equity indices around the world advanced markedly. The DJIA saw the largest retreat as it ended February at its lowest closing level of 2023. Surprisingly, the
31
January
In Every Quarter…Our “Reasonable Goal”. At Milestone Asset Management, our goal is to achieve reasonable returns, with reasonable risk, over a reasonable time period using diversified portfolios. Through fundamental and technical analysis, in light of geopolitical events, inflation, corporate earnings, the Fed, and interest rates, we manage each of our portfolios per its mandate, aiming
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