Senior Vice President and Financial Advisor of the Auctus Group of RBC Wealth Management David Klein has granted IPPAC permission to share his Market Update publication with our membership. In this edition, the author encourages the reader to do a “Wealth Plan Analysis”, the workbook for which you can download using the link below. He also provides an economic news roundup, shares some facts in the “Did You Know” section, and even includes a little sports trivia.
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