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Illustrative Engagement Letter for an Investment Advisory Agreement
The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on September 16, 2014
Flood Insurance Not a Cut and Dried Proposition
Get information and insight to develop a basic understanding of the risk and the insurance options available for flood insurance.
Published on July 23, 2014
15 Strategies for 2013 Year-End Tax Planning
Robert Keebler discusses the effect of different tac rates on wealth accumulation.
Published on February 03, 2014