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What really doomed the bailout? An uninformed public? Here's what to say to people to help them understand how critical this piece of legislation is for Wall Street and for Main Street. What key points would you add?
Subprime mortgages might have been the catalyst, but credit default swaps are ravaging banks and other financial players. Here's a primer on how this unregulated shadow market is intensifying the crisis.
No two advisors address market turmoil in exactly the same way. Whether you're making big shifts in client portfolios, slight modifications, or just doing some hand-holding, here are ideas from other advisors on how to manage this important moment in history.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025