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Regardless of how the markets react to S&P's lowered U.S. credit rating, it's your chance to offer sober, professional commentary on the event. Here's the place to start.
Your investments have to stay ahead of inflation on a longer-term basis, and Treasuries aren't doing it.
Smaller investors may gain considerable peace of mind from insured deposits.
Not knowing what to say in turbulent economic times is no excuse for not contacting clients. You have to pick up the phone before they do, or you put the relationship at risk. Here's what to say this time around.
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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