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Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services.
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Happening Now
Market Week: January 20, 2025
The Markets (as of market close January 17, 2025) Stocks closed higher last week, despite a few shaky days. Each of the benchmark indexes listed here posted gains, led by the Russell 2000 and the Dow. Consumer discretionary stocks outperformed along with energy,...
Market Week: January 13, 2025
Stocks fell sharply last week as favorable economic data furthered sentiment that the Federal Reserve would keep interest rates elevated for a longer period of time this year.
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