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Portfolio Construction Insights
The Challenge of Complacency
This piece is approved to use with clients.
Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
Business Development
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'
This piece is approved to use with clients.
Derek Notman is a virtual advisor. That doesn't mean he just uses video conferencing to talk with clients. His entire practice is virtual, and he's helping other advisors do the same.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.