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  • Home
  • About Us
    • Your Team
    • Company News
    • Company Values
  • Services
    • For You
    • For Your Company
  • NextGen
  • Blog
  • Resources
    • What’s my risk tolerance?
  • Contact Us
  • Access my Account
    • WealthVision Video
    • Access my Account
    • Learn More PDF
  • Ask an Advisor a Question
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Blog

For Your Company

By Graig Stettner|2021-12-28T10:57:51-05:00September 24th, 2021|401(k), Retirement Plans|

As the sponsor of a qualified retirement plan, you may be liable for [...]

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The Importance of Time

By Graig Stettner|2021-10-25T14:50:38-04:00September 10th, 2021|Advice, Investment management, Markets, Stocks|

The smart folks over at Bespoke Investment Group recently published a piece that [...]

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HSA: Three (good) Strikes

By Graig Stettner|2021-10-25T14:50:32-04:00August 30th, 2021|Advice|

This may be one of the best financial planning tools that we at [...]

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How Should I Invest my Company Retirement Plan

By Graig Stettner|2021-12-28T10:58:09-05:00August 12th, 2021|Retirement Plans|

When I meet with someone to review their employer-sponsored plan, I review four [...]

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Should I make a Roth or Traditional contribution?

By Graig Stettner|2021-12-28T10:58:19-05:00August 11th, 2021|Retirement Plans|

We work with a lot of retirement plans, and one of the most [...]

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How to Get Your Files in Order

By Jordan Arnold|2021-06-23T19:11:05-04:00June 23rd, 2021|Advice|

If you are like me, you have a filing cabinet that continues pile [...]

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Discerning Order in Randomness

By Graig Stettner|2021-03-05T14:02:12-05:00June 7th, 2021|Advice, Investment management|

The chart below might look familiar to you. It was created by the [...]

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Overview of ESG Investing

By Graig Stettner|2021-04-20T16:42:27-04:00April 7th, 2021|Investment management|

This is an article that we've wanted to send for some time now [...]

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Don’t Panic If You Stopped Saving

By Graig Stettner|2021-12-28T10:58:31-05:00March 29th, 2021|Advice|

As we assess the effects of a year we couldn’t have anticipated, many [...]

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What is a Learning Curve?

By Graig Stettner|2021-03-08T11:06:23-05:00March 17th, 2021|Advice|

How many times have you heard someone mention a learning curve? It seems [...]

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