Ecumenical Agreement

March 29, 2024

Insights

How to Leverage Life Insurance in Wealth Planning

When it comes to building a robust wealth management strategy, life insurance is often overlooked. However, life insurance can be […]

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Exploring M&A Financing Options: Finding the Right Fit for Your Business Acquisition

Mergers and acquisitions (M&A) are significant milestones in the life of any business. Whether you’re looking to expand your portfolio, […]

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Building a Legacy: How to Integrate Philanthropy Giving into Your Wealth Strategy

Incorporating philanthropy into your wealth strategy1 aligns your financial goals with your values, offering immediate and long-term advantages. Strategic charitable […]

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Week in Review: November 1, 2024

Recap & Commentary Markets ended the week lower as they digested a busy economic calendar, numerous earnings reports, a further […]

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5 Common Wealth Management Mistakes and How to Avoid Them

Managing wealth effectively requires thoughtful planning and disciplined execution. It’s easy to make mistakes along the way, but some errors […]

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