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Holiday bonus: There are some positive indicators and trends afoot in the economy.
From his recent research, this 40-plus-year advisor sees the U.S. as being in relatively good shape. It's much better to keep clients informed about positive signs and emerging opportunities that have merit than talk about doom and gloom.
Never in 40 years of Federal Reserve data have U.S.-based branches of foreign banks owed dollars to their parent companies—until now.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025