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The holistic wealth viewpoint

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1 min read
November 2017 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article November 16, 2017 1 min read
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2 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.

While the withdraw has created a sigh of relief for many business owners, preparation is key to making informed decisions when facing a volatile planning environment. 

Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read
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1 min read
October 2017 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article October 13, 2017 1 min read
Woman reading newspaper.
1 min read
Q3 2017 Economic Perspectives
Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
Jim Baird Wealth Management
Article October 13, 2017 1 min read

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