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Clients want to give back — here's how advisors can help them do philanthropy right

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them. ....

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Ken Van Leeuwen

Ken Van Leeuwen is the managing director, founder and financial advisor at Van Leeuwen & Co. ....

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Why we love 'hiring' young executive clients

Bringing on board next-gen advisors should go hand-in-hand with a strategy of investing in younger clients. ....

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Discussing inflation can spike prices higher | Financial Planning

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers. ....

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Discussing inflation can spike prices higher

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers. ....

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