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Curi RMB Capital

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We recently took a look at the cost of holding cash, including the opportunity cost of cash relative to U.S. stocks. Follow this link for our key takeaways and to learn more in our three-minute video from Ann Guntli, CFA, director of advisory services. https://lnkd.in/gxsJAtJm

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Brian Dooreck, MD

Private Healthcare Navigation & Patient Advocacy | High-Touch, Discretionary Healthcare Solutions | Serving Family Offices, HNWIs, RIAs, Private Households, Individuals, C-Suites | Board-Certified Gastroenterologist

6mo

Interesting share/repost 🔄 from Sue Christoph, CFA, CFP®, CPWA®. Thank you for sharing that with others and me.

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Bill Walton

Client Acquisition Thought Leader | Authentic Prospecting l Amazon Best-Selling author l Selling Model specialist l Wharton guest speaker

6mo

Some great 'key themes" here Barb! Thanks for sharing! - Bill

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