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Investment and Financial Planning Articles

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S&P 500 Sector Performance for February 2024

You Won't Believe How Different S&P 500 Sectors Performed in February – One Sector's Gains Will Shoc…

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Steady Federal Reserve Rates are Good for Us

Interest rates are essential for your financial future. The Federal Reserve focuses on long-term st…

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Inflation-Proofing Your Retirement

Inflation doesn't have to be a retirement plan's nemesis. Discover how a financial planner can forti…

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The After-Tax Effect of Active Investing

Index funds or active funds? Are your investments truly working for you after taxes? After-Tax Effec…

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Saving for College: 529 A Smart Financial Strategy

Empower your child's future without the burden of debt by saving for college with a 529 Plan. Start …

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Inflation and Its Impact on Markets and Portfolios

Understand how inflation impacts your investment strategy and the role of diversified portfolios in …

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