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Q&A Newsletter from April 2022 about world events & markets

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2022 April Team Newsletter

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2021 Tax Return Planning March 2022

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February 2022 Team Newsletter

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Mitigating Volatility With Non-Traditional Investment Portfolio Diversification

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January 2022 Team Newsletter

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Kurt Rosentreter Year End Tax Planning Tips 2021

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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 RatesBy Frank Valicek, …

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Autumn 2021 Rosentreter Team Newsletter

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Third Quarter 2021 Tax Planning Tips

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Second Quarter 2021 Tax Planning Tips.

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2021 Federal Budget Commentary

On April 19, 2021, the Deputy Prime Minister and Finance Minister, the Honorable Chrystia Freeland, presented Budget 2021: A Recovery Plan for Jobs, Growth, and …

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