WebGetting to know our clients’ financial needs, ultimate objectives, time frames and tolerance for risk is the basis upon which we determine the strategies, services and products that … Web6 nov. 2024 · This report, prepared by Tom Shapiro, Jessica Santos, and Sylvia Stewart from the Institute on Assets and Social Policy (IASP) at Brandeis University in partnership with Janell Byrd-Chichester, Coty Montag, Algernon Austin, Jair Froome and Will Searcy at the Thurgood Marshall Institute of the NAACP Legal Defense and Educational Fund, …
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