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The Sequence of Returns
January 22, 2023
William S. West, BFA™, CFP®
The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact do these deviations from the average return have on a portfolio’s final value?
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2023 Enhancements
February 22, 2023
Scott A. Brown, MBA, BFA™
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Traditional vs. Roth IRA
February 24, 2023
Scott A. Brown, MBA, BFA™
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What Can You Buy With 529 Distributions?
August 22, 2023
William S. West, BFA™, CFP®
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help.
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Five Most Overlooked Tax Deductions
February 24, 2023
Gregory S. Aagaard, CFP®
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TIPS for Inflation
February 24, 2023
William S. West, BFA™, CFP®
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