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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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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025