Any thoughts on the WSJ article?

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The recording of the boss demanding the financial advisor not to invest the woman’s $400k because of the fact that: she lives on section 8, she doesn’t have any other money in her savings/checking and the money was from a death settlement and she didn’t “earn” it was sickening to hear.

Properly investing and managing that woman’s money could have potentially led to the beginning of generational wealth for her..

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Additional Posts in Black Professionals In Accounting

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