Eddie and Colleen’s busy lifestyle leaves them unable to monitor key aspects of their financial future. Relationships with financial professionals leaves them disappointed. Seems that they are only interested in offering Eddie and Colleen investment ideas, and not addressing the couples bigger picture issues like retirement, cash allocation, Insurance, etc. Until they met with ‘Freedman Financial’.
Please join us to hear insights on today’s most critical economic and investment topics from Dr. David Kelly, Managing Director, Chief Global Market Strategist, J.P. Morgan Asset Management. Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, David will share thoughts on the current economic...
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Picture an admissions officer at an elite university, weighing whether that school should accept your child in its next freshman class. A quick Instagram or Facebook profile search discourages that academic gatekeeper. Your kid doesn’t get into that great college, all because of what was posted online. “Keeping it real”...
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Wealth creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about managing and preserving wealth to the younger generation. However, you want the family legacy to be about more than astute...
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