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    Financial News, Financial Planning

    17 August 2018

    Money US News: “Is the time ripe for wine investing?”

    Because of my background in wine, some of my clients will ask me not only about traditional investments, but investing in wine itself.

    For that reason, Rebecca Lake of US News and World Report quoted me in her article, "Is the Time Ripe for Wine Investing?" It's a fun read on a delicious alternative investment.

    If you have any questions on wine or investing, please feel free to reach out to me anytime.

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    EP Wealth Advisors

    The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.

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