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Asset Allocation

Asset Allocation

What is asset allocation? How is my money being invested?After your plan is delivered and you have a game plan for your wealth, you may want to know more about the tactical side of executing your plan. One large part of this is asset allocation. Asset allocation...

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Gifting to Grandchildren

Gifting to Grandchildren

When a grandchild joins the family, grandparents naturally want to see them have the best upbringing possible. Part of this can include cash in the birthday cards or checks in the stockings – however, for larger gifts there are better ways to give all while minimizing...

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What are ETFs?

What are ETFs?

What Is an ETF?An Exchange Traded Fund (ETF) is a type of security that holds small proportions of other securities, like equities, that often track an underlying index. ETFs are in many ways like mutual funds; however, ETFs are traded throughout the day and listed on...

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