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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: August 12, 2024
Market volatility continued last week as stocks tumbled Monday and Wednesday, only to rebound at the end of last week, but not enough to avoid closing in the red for the second week in a row.
Market Week: August 5, 2024
Wall Street experienced a notable downturn last week, with each of the benchmark indexes closing sharply in the red.
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