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Today’s investors are optimistic, but they still want to talk about some key concerns. PeopleImages.com – Yuri A / Shutterstock.com
Americans are in an upbeat mood but still have some important things they want to discuss with their financial professionals this year. More than 6 in 7 certified financial planners say their clients have a positive outlook on 2024, according to the latest CFP Professionals Financial Outlook Survey. Nearly half of 675 planners surveyed — 48% — say their clients are more optimistic this year…
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