I shared my thoughts with ThinkAdvisor magazine about the current market. If you are interested in reading the entire article, please use the following link https://www.thinkadvisor.com/2023/06/22/7-tips-for-clients-who-want-to-ride-the-bull-market-advisors-advice/
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See AllI was asked by ThinkAdvisor journalist how to help clients make decision on what to do when a client’s CDs and bonds mature. Below is my...
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