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Derrick J. Glencer, CFP®
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248.988.4188
TF:
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Derrick J. Glencer
34611 Woodward Ave
Birmingham, MI 48009-0925
T: 248.988.4188
TF: 888.701.3555
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Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
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Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
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Markets & Investing
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
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Markets & Investing
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