Money

The Half Million Dollar Baby

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For some, the social impact of investing is just as important as the return, perhaps more important.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Not FDIC Insured		No Bank Guarantee		May Lose Value
Not a Bank Deposit		Not Insured by any Federal Government Agency