News

Leslie Thompson speaks on the recent trend of high-net-worth clients moving to lower tax states.

Leslie Thompson spoke with Jeff Stimpson of Financial Advisor Magazine on the recent trend of high-net-worth clients moving to lower tax states.

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Bob Phillips is featured in an article explaining the best way for investors to recover after losing money in the stock market

Coryanne Hicks of U.S. News & World Report features Bob Phillips in an article explaining the best way for investors to recover after losing money in the stock market.

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Fred Imbert of CNBC.com features Bob Phillips in an article discussing investor concerns over an impending trade war with China.

Fred Imbert of CNBC.com features Bob Phillips in an article discussing investor concerns over an impending trade war with China.

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Leslie Thompson is quoted in Investopedia, in an article regarding women and the great wealth transfer.

A great wealth transfer is coming, and women may emerge as the biggest beneficiaries.

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