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Financial Planning Focus Newsletter

Financial Planning Focus – First Quarter 2014

Articles in this issue:
‘Til Death Do You Part – What Happens in the Digital Afterlife?
What You Should Know About Alternative Investments
Vacation, Yes. But Business, Too
Foreign Assets
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Investment Management Letter

Investment Management – Fourth Quarter 2013

Without a doubt, the equity markets had a very good year in 2013. Equity returns benefited from earnings and revenue growth, as well as from higher valuations. As perceived levels of risk fell, investors drove valuations higher and $121 billion

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