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November 5, 2022 by Gary Russikoff

Greetings,

As the investor you are in a position of strength. Do your homework and contact your CPA for assistance.

“Thinking of hiring a financial adviser? Good luck figuring out if they’ve left unhappy clients in their wake.”

https://www.wsj.com/articles/financial-advisor-disclosure-regulations-adv-11667576312

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