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Succession Planning is a Team Sport - For business owners nearing retirement age, having a succession plan for their business is key to getting equity out.  A critical component of any plan is making sure the right advisors are on board and working together for the client's objectives.

Don't Let Your Clients be Lured By Fools Gold - The Great Recession has caused many to reach for higher returns, but this strategy could lead to larger losses than gains.

Doug Hepburn in the News