Resources - Catamount Financial Advisors

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.

Risk mitigation's crucial, complex role for wealthy families

Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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