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May 7, 2024
Building A Financial Plan
Andrea Costa sits down with Keith Prince to discuss the importance of building a financial plan…
2
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May 6, 2024
Markets in a Minute - "a Lack of Further Progress"
Week Ending May 3rd
39
1
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April 30, 2024
Designating a Retirement Plan Beneficiary
Greg Hoernschemeyer sits down with Paul Carl and they discuss the importance of selecting a…
4
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April 29, 2024
Markets in a Minute - ROAI (Return on AI)
Week Ending April 26th
57
1
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April 23, 2024
Markets in a Minute - Change Up
Market Recap Week Ending April 19th
38
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April 23, 2024
Understanding Wills versus Trusts
Todd Poellein and Andrea Costa discuss understanding the difference between wills and trusts. …
2
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April 22, 2024
Expect Equity Market Corrections
A rotation of sorts was underway and flows were moving out of the Nasdaq oriented stocks where all Magnificent 7 stocks are represented in the top 10 holdings…
66
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April 16, 2024
In Plan ROTH Conversions
Thomas Reitzes and Rachele Wolf discuss In Plan ROTH Conversions.
10
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April 9, 2024
Selecting A Trustee
Keith Prince engages in a discussion with Andrea Costa, Esq, emphasizing the significance of…
11
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April 8, 2024
Markets in a Minute - Eclipsed
Week Ending April 5th
67
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April 5, 2024
Spring 2024 Investor Letter: Back-to-Back Double Digit Quarterly Returns
The fourth quarter of 2023 and the first quarter of 2024 each saw the S&P 500 Index generate a double-digit return. Since 1945 this marks only the eighth time…
91
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April 1, 2024
Markets in a Minute - Pricey Easter Candy
Week Ending March 28th
86
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