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Blog

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® | Aug 19, 2021

Retirement Basics: Interpreting Investment Funds

While it’s possible to invest in individual stocks, bonds, and other securities, many investors prefer to use investment funds.

An investment fund is when a

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Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® | Aug 12, 2021

Retirement Basics: Essentials of Estate Planning

While having a will is a very important part of your estate plan, it’s not the only part. A will doesn’t specify how you want to be treated should your health
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Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® | Aug 5, 2021

Retirement Basics: Advantages of Asset Allocation

Understanding some basic investing terms is helpful because it can help transform investing from some arcane art into a simple process. And the more you see
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