In April, the conflict in the ongoing conflict in the Middle East continued to cause market volatility. However, major AI companies reported significant profits and the S&P 500 Index made its biggest monthly gain since late-2020.
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of clients believe that working with us has helped or will help them achieve their financial goals
of clients who answered definitively said they would recommend us to their friends, family or colleagues
of clients said they were satisfied with our communications during times of market volatility.