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Caroline Cakebread

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Market Insights

When diversification drags returns

Are your clients’ portfolios watered down?

By Caroline Cakebread |March 4, 2016

6 min read

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Estate Planning

When bad trusts happen to good people

Help your client find his way around a poorly written trust

By Caroline Cakebread |January 16, 2015

8 min read

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Financial Planning

5 tips to set up an accurate trust account

If you decide to include a trust for your beneficiaries as part of your financial plan, here are some tips to ensure it's accurate.

By Caroline Cakebread |January 9, 2015

2 min read

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