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Chart Talk: There are still benefits to staying invested through short-term volatility; this chart shows the fast recovery across asset classes from the Covid crash 12 months ago.
ChartTalk: Environmental, social and governance investing has never been more popular than it is today—but why?
Chart Talk: Covid has cost $5.2 trillion so far. Mountains of new money cause inflation, which triggers increased interest rates, lower bond prices and reductions in stock values. This analyst sees us headed for trouble.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024