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Associates

• Christopher Bialke, CRPS®, CRPC®
• Alyssa Droste, FPQP™
• Jeremy Bateman, CFP®
• Mercedeez Samson
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Learning Center

Videos

• What Is Socially Responsible Investing?
• A Tiered Investment Strategy
• Saving for College with a 529 Plan
• Handling Market Volatility
• The Sandwich Generation: Caught in the Middle
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• Digital Deception: Watch Out for Cybercrime
• Curious About NFTs? Here's an Introduction
• ETFs vs. Mutual Funds: What's the Difference?
• Your Retirement Savings Plan Comes with Tax Benefits
• Pay Down Loan or Invest
• Securities-Based Lending
• The Road to Retirement Can Begin at Work
• Secure 2.0 Act Seeks to Boost Retirement Readiness
• The Cost of Waiting to Invest: Effect on Your Wallet Today
• The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
• Roth IRA Basics
• Wealth-Building Strategies for HENRYs
• What Is the 4 Percent Rule?
• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Women and Money: Taking Charge of Your Financial Future
• Putting Together the Retirement Income Puzzle
• Social Security: When Should You Claim Retirement Benefits?
• How Sequence of Returns Can Affect Your Retirement Savings
• Taking a Financial Inventory
• 3 Factors to Consider When Investing for the Long Term
• 4 Things To Do in the 4 Years Before College
• Taking a Closer Look at Target Date Funds
• The Latte Habit
• Do You Know Who Your Beneficiaries Are?

Glossary