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Veteran market strategist Walter Deemer gives an update on robo-advisors, Alibaba, and his line in the sand.
The market strategist shares his own parameters and advises you to carefully select your own fail-safe points based on both your tolerance for risk and your conviction in the fundamentals.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 10–13, 2021
3 Keys to Profitable Client Tax Planning
Monday, May 10
10:00 a.m. ET/7:00 a.m. PT
Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
June 21–24, 2021