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Delegate is an award-winning, independent wealth advisory firm.

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Managing wealth and creating effective plans for the future is a complicated process. We’re there for you to make sure decisions and transactions related to your wealth are in the best interest of you and your family.

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Investment Strategy & Oversight

Delegate’s Mid-Year Investment Outlook.

As interest rates rise, inflation continues to increase and market volatility remains omnipresent, the potential for the US economy to enter a recession increased substantially in the first half of 2022.

Our newest commentary provides thoughts about the potential for a recession, the general state of the US economy, and what that means for investors and their portfolios.

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What does it mean to be a Delegate? We meet you at the intersection of life and wealth, streamlining your financial life and your investments to help you realize your long-term financial objectives.

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Delegate’s Mid-Year Investment Outlook

Delegate’s Mid-Year Investment Outlook

The potential for the US economy to enter a recession increased substantially in the first half of 2022. In this article, we provide some thoughts about the potential for a recession, the general state of the US economy, and what that means for investors and their...

Andy Hart Offers Tips for Buying a House Sight Unseen to CNBC

Andy Hart Offers Tips for Buying a House Sight Unseen to CNBC

Since the onslaught of the pandemic, there has been a real estate boom throughout most of the country. Even now as mortgage rates, home prices and recession fears rise, homes continue to sell faster than ever before – causing many would-be buyers to feel a sense of...

60/40 Is No Longer an Option: A Delegate Take on Updated Portfolios

60/40 Is No Longer an Option: A Delegate Take on Updated Portfolios

 Click here for important information about this video.   Here at Delegate Advisors, it is very important to us to be able to help our clients determine which investment solutions will help them meet their financial goals. This is one of the reasons...