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5 Advisor TalkingPoints: As you prepare for client interactions, this week's survey of the economic landscape examines the latest numbers on retail sales and the labor market as well as manufacturing's effect on stocks and sector rotation. Keep an eye on next week's Fed meeting and press conference from Bernanke.
Though the rallies following recent 90% downside days were welcome recoveries, warning flags remain.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025