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Portfolio Management A financial plan is a living document. It needs to reviewed regularly and amended when necessary. However, a plan is worthless unless you act upon it. For you to achieve your financial goals the strategies outlined in your plan must be implemented and regularly monitored. It is…
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By 2008, Horseshoe Tax was growing so quickly that we came to the realization that we needed to protect our unique company name and logo to prevent its potential use by others. Consequently, on March 11, 2008, we filed an application for a trademark on our company name and logo. The trademark was r…