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John Kimelman

Latest Articles

Karen Barr (Courtesy photo)

RIAs, the Biden White House, and IAA's Expectations

John Kimelman November 30, 2020
(Stefani Reynolds/Bloomberg)

As Nation Gnashes Its Teeth, Advisors Breathe Sigh of Relief

John Kimelman November 6, 2020
Joe Biden. (Stefani Reynolds/Bloomberg)

Predicting a Biden Win? Consider the Taxes, Locking in Gains on Stocks

John Kimelman August 25, 2020
Elijah Nouvelage/Bloomberg

Trump, Biden, and What the Candidates Mean for Portfolios

John Kimelman August 4, 2020
(Illustration by RIA Intel)

If You Suddenly Die, Your Clients Should Be Fine, Succession Plan or Not

John Kimelman December 4, 2019
Elizabeth Warren speaks during a campaign event. (Jeenah Moon/Bloomberg)

High Net Worth Clients Are ‘Deathly Afraid’ of a Warren Presidency. What Can RIAs Do?

John Kimelman October 15, 2019

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