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Searching “wealth management near me” now coincides with an uptick in local ETF investments. The Russell 2000 returned to 2,020, supported by small-cap bank stocks. Wealth advisors caution that credit market stress could slow further gains in the sector despite current optimism. Those ages 60 to 63 may contribute an extra $3,750 , bringing the year’s total allowable 401(k) contribution to $34,750. EFG International appointed Luis Ferreira as CIO for the Americas and deputy CEO for the RIA business in Miami. The dollar index eased 0.5%, aiding multinational earnings forecasts. “Wealth management near me” queries reflect investor interest in foreign equity ETFs to capitalize on currency moves.

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