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Smart Ways to Give Your Pets Their Best Lives

If you consider your four-legged friends more like family, you’ll want to do all you can to help your pets live longer, healthier and more comfortable lives. Here are some tips for proactive pet owners. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A5_PETS_BEST_LIVES/ As always, standing by if I can be of any assistance.

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Not Locking Down

A resurgence of new Coronavirus cases around the country has created uncertainty in the markets.  Stock markets fell last week, not because of the virus, but because markets fear another round of economy-killing, government-mandated lockdowns.  We don’t expect that to happen, but when the government is involved, risks are definitely higher. Early April was the […]

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My New Healthcare Relationship

I have a new Primary Care Physician with a different title – “Concierge Physician (CP)”. The title brings with it a new format to my healthcare relationship. My CP is Dr. Rosen in Calabasas who is on a monthly retainer to care for my family. Concierge Medicine is an exclusive relationship, but it is not […]

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Reclaim Your Time

The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.

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The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention to the orientation […]

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Combating Cabin Fever

Good Morning 360° Family Office Members and Friends and Happy Thursday!  We hope everyone is happy and healthy! A friend sent me this note today and I really appreciated it and wanted to share it with you… We know that working from home and practicing social distancing may have its challenges. Luckily companies are providing some awesome, free […]

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