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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: February 2, 2026
Equities ended the week mostly lower as investors parsed through a heavy slate of fourth-quarter earnings data, economic reports, high valuations, and the Federal Reserve’s decision to maintain interest rates at their current levels.
Market Week: January 26, 2026
Last week was marked by volatility as investors moved cautiously ahead of this week’s Federal Reserve meeting.
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