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ARTICLES / INVESTING / RESEARCH / TRAINING / PREMIUM GUIDES
RESOURCES FOR INFORMED PLANNERS
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Premium Guides
Average Investment Return Rate (ROI)
Investing
Jul 28
Retirement Savings Waterfall: In What Order to Make Your Savings Contributions
Investing
Jun 30
Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)
Investing
Jun 27
10 Charts To Help Address Client Concerns On Recession Fears, Tariff Risks, And Market Volatility
Investing
Jun 27
Portfolio Charts - Investment Resources
Investing
Jun 19
Is Your Asset Allocation Too Aggressive?
Investing
Jun 12
How Asset Location Can Help Save on Taxes
Investing
Jun 11
Best Practices for Tax-Efficient Portfolio Management
Investing
Jun 11
Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
Investing
Jun 11
Asset Allocations By Age - Insights From Financial Samurai
Investing
Jun 10
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