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Sharing My Resources With You

Sharing My Resources With You

January 05, 2024

Just about every week, I pull timely news items and share via e-mail with my valued clients.

If you'd like to be added to my weekly e-mail, at absolutely no obligation, just e-mail me and say, "Please add me to your weekly e-mail list."

Here are this week's informative pieces I shared from the global headlines.  I'd love to know if you find them helpful.

John Hancock 2024 Tax Planning Guide

Dr. David Kelly: Balance Sheets and Resolutions - January 2, 2024

J.P. Morgan Weekly Market Recap: January 1, 2024

Goldman Sachs Market Monitor: Week Ending December 29, 2023