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Multigenerational Family Wealth

Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. Download Guide

Why doesn’t my portfolio have the same returns as the Dow?

Published by Taylor Financial Group Q. Dear Debbie: Why doesn’t my portfolio have the same returns as the Dow? A. You may have noticed some recent gains in the market, including a recent surge in the Dow Jones Industrial Average. So, if you are wondering why the Dow’s performance is up near …

3 Key Financial Events to Watch In 2017

Published By Brett Carson Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to …

Is Your Financial Advisor a Fiduciary?

Published By Brett Carson Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years.

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