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A Message from the Director of WM&AS
Managing Director & Senior Vice President
Preserving Wealth After Losing A Spouse
Assistant Vice President, Relationship Manager & Trust Officer
We remain committed to having emerging markets bonds in our portfolio strategies
for the total portfolio benefits of diversification, the exposure to growing economic and
financial areas and the diversification versus the dollar.
A change in interest rates can have varying impacts on portfolio performance.
What seems like a simple question can actually become quite complex when state, federal and estate taxes are figured in.
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