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Timely insights for your business

Women in charge: Decision-making in the pandemic

Covid-19 has brought a number of tough challenges regarding staffing, resources and work-life balance. Hear from some key female decision-makers on how they have handled demands from work and home. They'll also share what they're planning for next and tips on how to stay focused and productive!

 

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How will November impact RIAs and their clients?

As the November general election draws near, it's crucial for investment advisors to understand the potential impacts on the markets and clients as a result of a decisive Democratic victory, including expected tax implications for both wealthy individuals and corporations.

 

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David and Kathy

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📞 Give me a call at 866.586.9873, option 2

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David and Kathy

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