Like many investors, you may own shares of stock (or other assets like mutual funds) that have appreciated in value given the generally favorable environment for the markets in recent years. If ...
Read More »Doing good by donating stock
Hanna renames practice to Heart Financial Partners
Jim Hanna, CFP®, MBA, a Private Wealth Advisor with Ameriprise Financial, recently changed the name of his practice to Heart Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. ...
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