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2020 Annual Letter from Brad

2020 Annual Letter from Brad

December 17, 2020
Financial Planning
Investor Behavior
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Harvesting Tax Losses In This Season

Harvesting Tax Losses In This Season

December 3, 2020
Financial Planning
Taxes
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2020 Year End Checklist

2020 Year End Checklist

November 19, 2020
Financial Planning
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U.S. Presidential Election: What does it mean for your Financial Plan and Investments?

U.S. Presidential Election: What does it mean for your Financial Plan and Investments?

November 5, 2020
Economy & Markets
Financial Planning
Investing
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How the Outcome of the U.S. Presidential Election May Affect Your Investments

How the Outcome of the U.S. Presidential Election May Affect Your Investments

October 1, 2020
Economy & Markets
Investing
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Beware of the S&P 500!!

Beware of the S&P 500!!

October 1, 2020
Economy & Markets
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Retirement Income Planning: Let’s Be Tax Efficient!

Retirement Income Planning: Let’s Be Tax Efficient!

September 17, 2020
Financial Planning
Taxes
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Frequently Asked Questions about Social Security Retirement Benefits

Frequently Asked Questions about Social Security Retirement Benefits

September 10, 2020
Financial Planning
Questions & Answers
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