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Associates

• Andrew Tupler
  CFP®, MBA
• Josh Murray
  CFP®
• Keith Sprauer
  MBA, MS
• David Vickroy
• Susan Dempsey
  MS
• Natalie Verdeflor
  MBA

Learning Center

E-Seminars

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• The Sandwich Generation: Caught in the Middle
• Women and Money: Taking Charge of Your Financial Future
• U.S. Economy Caps Off Decade of Growth
• Four Money Mistakes You Might Be Making
• Putting Together the Retirement Income Puzzle
• The Growth of Socially Responsible Investing
• Social Security: When Should You Claim Retirement Benefits?
• Handling Market Volatility
• The Latte Habit
• The Retirement Income Factor
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

FAQs

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Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
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Flipbooks