Updated Thursday, July 24, 2014 as of 6:41 AM ET
Portfolio - Estate Planning
Estate Planning Tip: Female Executives Are Different
Tuesday, July 8, 2014
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In our experience working with successful female clients, we find they are focused on one question above all others: “What’s the plan?” Monthly or even annual portfolio performance doesn’t matter much to these clients unless they can see how it fits within the context of their overarching plan and how it gets them closer to their goals.

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