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Here’s why millions of affluent investors can relax about the tax bill

November 30, 2021 – Mallon FitzPatrick, CFP® recently spoke with Lynnley Browning at Financial Planning to share his thoughts on “why millions of affluent investors can relax about the tax bill.” He states, “compared to where we were and what we were planning for and setting expectations, we’re in a much better place.” Read the full piece here: https://bit.ly/3xGpHLi

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Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the Newsweek, USA Today, and FA Magazine rankings lists. See Awards Disclosures

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