Citibank推出「掌握财富(Managing Your Wealth )理财教育系列
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managing your wealth
管理财富
以上为机器翻译结果,长、整句建议使用 人工翻译 。
Last but not least, your wealth manager should take a holistic approach to managing your portfolio by initiating cooperation with your other advisers, such as accountants, lawyers and insurance agents.
FORBES: Is Your Investment Adviser Earning His Keep?
Learn more about managing your investments and assets from the Wealth Strategies Journal.
FORBES: New Taxes and New Terms: How to calculate Net Investment Income under the New 3.8% Medicare Surtax
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