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Daniel Jark has 10+ years of professional experience as a wealth management advisor and portfolio manager at Genève Invest. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor ...

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We had a short position in Safehold as part of a paired trade. We closed it out. We go over the rationale and explain why the ...

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Tax information reporting requirements are evolving rapidly, creating new compliance challenges for small and medium-sizes businesses,” said Alice Katwan, president of revenue, Sovos. “With 1099 ...