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Melissa L. Taylor, CFP®

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    321 Broadway Ste 501 Saratoga Springs, NY 12866-4110 D: 518.213.5656 TXT: 518.855.9363
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Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
Read
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Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
Markets & Investing

The future at your fingertips

Melissa L. Taylor, CFP®

Raymond JamesRaymond James
  • 321 Broadway Ste 501 Saratoga Springs, NY 12866-4110
  • D: 518.213.5656
  • TXT: 518.855.9363
  • Map & Directions
  • Map & Directions

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