In the Spotlight

Dan Morris

Dan Morris
CFA
Global Investment Strategist

2015 Investment Outlook: Rougher waters ahead (PDF)

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Get Wise on Personal Finance

The impact of portability on your estate planning 

The impact of portability on your estate planning


Review how the portability of estate tax exclusion can benefit married couples

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Retiring with debt? What you need to know 

Retiring with debt? What you need to know


Tips on managing mortgage, student loan, and credit card debt in retirement

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