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Tax and Portfolio Screenshot 12.20.18

Portfolio & Tax Loss Harvesting Update December 20, 2018


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Sherry and Kayla matched on Kayla’s fifth day at the office. They’re already in sync!

Have you met Kayla?

We are pleased to introduce Kayla Hunt as the newest member of Shepherd Wealth & Retirement. She has been hired as our Client Services Manager and will be available to assist you with any servicing needs that may arise. Sherry is still available to serve you, but we know you will find Kayla helpful and […]

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