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CPI, Financial Advising, and DC Latest

Bloomberg Intelligence

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Wealth Management and the Shifting Economy

This chapter introduces Vance Bars from YDF, a family office financial planning firm, and discusses his views on the current markets and economy. They analyze the potential impact of inflation and interest rates, disagreeing with the popular belief of a recession and rate cuts. The chapter also delves into investment allocation, tax planning, and the generational shift in wealth management.

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