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2021 December Year End Team Newsletter

Market ReviewBy Jordan Campbell, CFA Portfolio Manager Tax loss sellingBy Gerdi Lito, CFA Financial Advisor Associate How to Prepare for Rising Interest

Autumn 2021 Rosentreter Team Newsletter

Are You Ready for the “Seven Seasons of Financial Planning?”By Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMA, CIM, FMA, TEP Federal

Kurt Rosentreter
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