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Take Control and Use a Market Downturn to Your Advantage

Published by Taylor Maks | Client Relationship Manager Though it may be easy to forget, market downturns are inevitable and almost always catch you by surprise. They almost lull you to sleep, or at least the bull market over the last decade or so has. Eventually though, the alarm goes off, …

5 Questions to Ask a Financial Professional

Have you wondered what you could gain by working with a financial professional? Many people consider working with an advisor when their finances have reached a certain point of complexity – they want someone else to step in to evaluate their situation and weigh in on what’s next.

Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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