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Counseling clients on whether to invest money in stocks or real estate poses some challenges to advisors. Evaluate the investment like any other asset class by looking at how liquidity, appreciation, risks, income, and taxes would best serve the client.
The latest dip in rates is a good opportunity to swap out of that adjustable-rate loan.
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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