Bob Basile - Financial Advisor at Waddell & Reed
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I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
12/21/2017
U.S. economic activity is surging. Corporate earnings have reached record levels. Business confidence indicators are climbing while inflation remains in check. What does this mean for 2018? Check out the Ivy 2018 Global Outlook.
2018 Global Economic and Market Outlook Read the 2018 Outlook from Ivy Investments now.
Happy holidays from all your friends at Waddell & Reed! If you need to see an advisor before the end of the year, please schedule an appointment soon.
12/05/2017
It may be the holiday season now, but tax season will be here sooner than you think. Start preparing your finances now so you can breathe a sigh of relief on April 17, 2018.
End of year tax planning April 2018 may seem like a long way off, but in tax terms it's already here.
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Ontario, CA
91761
