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9

November 9, 2024

Why I Really, Really Dislike Index and Variable Annuities

Many people are drawn to variable and index annuities by promises of guaranteed income and market-linked returns, but the reality is often far more complicated—and costly.

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1

October 1, 2024

Celebrating Brad and His Journey of Integrity, Wisdom, and Leadership

We are sharing some notable news from our firm. As of October 1st, Brad Fogleman, one of our founding partners, has taken the big step into full-time retirement!

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31

August 31, 2024

Congratulations Andreas Shick, CFP®, EA!

Congratulations Andreas Shick, CFP®, EA! He just earned his Enrolled Agent designation.

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6

August 6, 2024

Behind Closed Doors: The Real Story of the Joneses

Appearances can be deceiving. Learn the truth about the Joneses.

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23

July 23, 2024

Starting Your Credit Journey: A Beginner’s Guide to Credit Cards

Our summer intern, Alina Shick, wrote this post as a guide for young people starting their credit journey through the use of credit cards.

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15

July 15, 2024

Mastering the Market: The Power of Patience, Simplicity and Historical Insight

How much do you know about historical stock market returns? Here are some of the most powerful visuals for investors to understand.

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