Jacqueline Duran, Financial Advisor at Morgan Stanley
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Locality: Santa Barbara, California
Phone: +1 805-564-7977
Address: 1014 Santa Barbara 93101 Santa Barbara, CA, US
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S&P 500 gains for first time this week as technology shares outperform. Read more in the 1% Move report:
It’s never too late to start incorporating tax-efficient strategies into your longer-term wealth plan. Here are a few strategies you should know.
Establishing a tax management strategy for your portfolio can help you keep more of your returns.
Wishing you a Cinco de Mayo filled with color, music and fun!
These investment strategies can help investors who want to align their portfolios to fight global warming.
Wishing everyone a happy and healthy New Year!
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here:
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you.
Today is the first day of winter! What traditions are you looking forward to this season?
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