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Daily Archives: March 14, 2023

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What Have You Done for Me Lately?

Case Study, Featured, Investment Selection, Personal Finance, TaxBy Editorial TeamMarch 14, 2023

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the situation of a couple of investors who want to sell the dogs out of their portfolio and stick with the stocks that have been doing well.

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