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Stephanie Adamson

Articles

Video: Dynamics of the 721 Exchange

Video: Dynamics of the 721 Exchange

January 18, 2022

Greg Mausz, chief operating officer at Preferred Capital Securities, and Mark Kosanke, the founding partner of Concorde Financial, discuss 721...

Sponsored Video: Self-Directed IRAs

Sponsored Video: Self-Directed IRAs

January 14, 2022

Curious about additional ways to grow your clients' investment portfolio? Discover self-directed IRAs and learn how to unlock investment opportunities...