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  • 2021
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Strategy Newsletter – 2nd Quarter 2021
April 9, 2021

Strategy Newsletter – 2nd Quarter 2021

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Citywire RIA featured Tax Director Patricia Small in an article about financial planners who are also CPAs.
March 30, 2021

Citywire RIA featured Tax Director Patricia Small in an article about financial planners who are also CPAs.

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Get Ready for the Travel Boom
March 26, 2021

Get Ready for the Travel Boom

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The Technology Sector & Style Shifts
March 16, 2021

The Technology Sector & Style Shifts

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Wake Up Call for Bonds
February 26, 2021

Wake Up Call for Bonds

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Time to Revisit Asset Allocation
February 17, 2021

Time to Revisit Asset Allocation

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Taking Down the House
January 29, 2021

Taking Down the House

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2021 Housing Outlook
January 21, 2021

2021 Housing Outlook

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About Marcum Wealth

As your one-stop team of advisors for your financial answers, we provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals.

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