Concord Advisors Financial Experience

Where We Have Been, Where We Are, and What Is Ahead


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With his clients Ted Hoornstra likes to take stock of where they've been, where they are, and what's ahead. We do that in today's podcast, covering the SECURE Act, earnings season, tax forms, and politics. And Ted, a native Iowan, chimes in on the caucus process.
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Concord Advisors Financial ExperienceBy Ted Hoornstra