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Laying Down the Foundation for a Successful Business Transition

Zoetis Stock Could Rise 30% as People Spend More on Pets

The lives of a pampered pet puppy and a factory-farmed piglet couldn’t be more different. Yet they are both likely to receive significantly more healthcare in their lifetimes than they would have just a few years ago. The winner in both cases is Zoetis ZTS –1.58%  Zoetis (ticker: ZTS), the world’s only pure-play global animal-health company, was spun…

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Forecast for the Future

From the pandemic to inflation, the economy and interest rates, investors have experienced unprecedented challenges over the past few years. We spoke with several experts in the wealth management industry who shared insight on what’s ahead for the future. Jason M. Katz, CPA, CFP, CEPA, wealth adviser and principal at Bartlett Wealth Management, says the biggest…

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Recruiters Reveal Their Secrets on Cultivating a Robust Advisor Pipeline

Advisory firms serious about hiring in 2023 say they are offering equity to seasoned professionals, establishing a pipeline through a local college, and mining networks for interns and career switchers. But recruiters interviewed for this story said the one thing they are not doing is going after another firm’s employees.

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Back to the Books: Understanding Your Finances with Holly Mazzocca

Conversations around money are getting better. However, they are still taboo for many men and women of all ages. Learn the strategies you need to discuss important topics surrounding finances and money management in this episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, president, wealth advisor and principal at Bartlett Wealth Management….

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Plan Ahead for a Possible Recession

What are the odds of an economic recession this year? Take your pick of prognostications. Some pundits say there’s a better than 35% chance the U.S. will fall into a recession in coming months. Others predict a greater than 50-50 chance. A few doom-and-gloomers forecast recession’s likelihood at no less than 70%. But there’s one…

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