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Taking advantage of change through thematic investing

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For over a hundred years now the world has seemed to change at an unprecedented pace. And that pace certainly feels like it has accelerated since the pandemic. Of course, change can create feelings of uncertainty and anxiety about the future. But our next guest says this change is creating new opportunities in financial planning. Mike Switzer interviews Rob DeHollander, a certified financial planner in Greenville SC.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.