Brian Waldner, CFA®, CFP®

    A woman analyzes financial data and asset location on her laptop and tablet at table

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    The Importance of Asset Location: What to Consider for Tax-Conscious Investing

    EP Wealth Vice President, Advisor, Terri Velgara, CFP®, shares how...

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    Tariffs' Impact on Economic Activity
    Tariffs' Impact on Economic Activity

    When you hear about tariffs in the news, it might seem like an abstract economic policy that...

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