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January Chart Talk: This month’s charts reflect on the long-term performance of the 60/40 portfolio, how the wealthiest Americans invest, the fallout of the Great Recession, and more.
December Chart Talk: In this month’s charts, see where Americans spend their gift dollars, financial trends over the years, changes in the age of our population, Congress’ favorite stocks, and much more.
November Chart Talk: This month’s charts include an interactive tool for looking at long-term capital market expectations, the case for commodities, how the presidential cycle affects investing, and more.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9-12, 2024