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Peter Greenberger is the director of mutual fund research and marketing at Raymond James in St. Petersburg, Fla.
June 3
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Company veteran LeAnn Rummel will step into the role of president of its bank business; Catherine Bonneau will remain as CEO.
June 3
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Monica Majors serves as vice president of strategic sales and marketing at Sutter Health Plus, a not-for-profit HMO in Northern California. With more than 25 years of experience in the health care industry, Majors has built a career in managed care, operations, sales, marketing, business development and benefit administration. Majors’ broad experience includes working for large insurance organizations and start-up ventures in local, regional and national markets. Her areas of expertise include brand management; consumer, broker and employer marketing; digital marketing; and internal and external communications.
sutterhealthplus.org June 3 -
Most times, remaining calm and sticking to a long-term asset allocation is the best course.
June 3
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How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.
June 2
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Long-term investors have nothing to fear when it comes to short-term market volatility.
June 2
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Despite increases in the cost of living for the elderly, clients may find affordable options even within the most expensive states.
June 2
