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Senior VP and Financial Advisor of the RBC Wealth Management’s Auctus Group, David Klein, provided IPPAC permission to share this month’s Market Update publication with our membership. This issue features key statistics as of March 8, 2021, Key Retirement and Tax Numbers for 2021, statistics on young adults living at home, explores if value stocks are poised for a comeback, and offers tips to help control your finances during the pandemic. Click the buttons to download this update and the Wealth Plan Questionnaire.

Market Update

Download the Market Update Document

Questionnaire

Download the Wealth Plan Questionnaire