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Latest Insight Videos
Missing the Best Days in the Market
February Video – In this video, Ryan talks about some of the best days in the market and how missing these could affect your overall returns.
Recap of 2022 Year in Economy and Markets
January Video – In this video, Ryan recaps what happened in 2022 in our economy and the markets as there was a lot that occurred to affect your retirement.
Benefits of Higher Interest Rates for your Personal Finances
November Video – In this video Ryan highlights how higher interest rates now are benefiting clients for their bank, CD and other conservative money compared to the past 10 years.
Latest Insight Newsletters
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Latest Insight Market Minute
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Other Articles
Estimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2021 report, the College Board showed that in-state tuition and fees at public four-year institutions increased by 9% in inflation-adjusted dollars between the 2011-12 and...
Advantage to a 529
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Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let's take a quick look at the five most overlooked opportunities to manage...
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