Monthly Client Commentaries - 2022
Clients received monthly letters with detail about their accounts and their performance. Here we offer you the general letter.
Monthly Client Commentaries - 2021
Clients received monthly letters with detail about their accounts and their performance. Here we offer you the general letter.
Mid-Year Snapshot
90 seconds reviewing the first half of 2021
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It's Not About the Money
Get the latest report from the survey of accomplished and affluent women:
Zuma Women and Wealth, Part 2:
It's Not About the Money