8 Moves for Keeping Up the Fight in a Down Market

Nov 7, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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This year the markets have given a devastating pummeling to you and your clients. Now more than ever, they need to know you are still in their corner. These timely communication, tax and investment moves let them know you are working on their behalf, as always.

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