Category: portfolio
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Smart Strategies for Investing with a Long-Term Perspective
For those aiming to grow their wealth steadily, long-term investing offers a promising solution. This approach calls for careful planning, emotional discipline, and a readiness to wait out market cycles. By focusing on key strategies, investors can position themselves for significant returns over time. As recommended here in the original article from Quanloop, understanding the…
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How CFPs Navigate Taxes, Estates & Generational Wealth
In the realm of personal finance, retirement planning has traditionally been the cornerstone of advisory services. However, as wealth management becomes more sophisticated and multigenerational in scope, certified financial planners (CFPs) are expanding their strategic repertoire well beyond the boundaries of retirement portfolios. Their expertise now touches advanced tax strategies, legacy planning, and family wealth…
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FK Architecture Relocates Office to Maitland, Florida
FK Architecture, a Fugleberg Koch Company, is proud to announce an exciting new chapter: the relocation of its headquarters from Winter Park to a custom-designed office in Maitland. After 40 years at 2555 Temple Trail, the firm will officially move into its new home at 2701 Maitland Center Parkway, Suite 125, on June 30, 2025.…
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Skyline Roofing Names Karey Irwin VP of Business Development
Skyline Roofing Partners (“Skyline”), an Imperial Capital (“Imperial”) portfolio company, is pleased to announce that we have added Karey Irwin to our leadership team as Vice President, Business Development & Vendor Relations. Karey brings with her a wealth of experience within the roofing sector, having spent nearly 10 years in distribution with ABC Supply and…