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Archive for March 2022

Investment Vehicles – What Is Yellow Money?

By Michelle Bertram | March 28, 2022 | 0

For the Video version of the following post – Click HERE. This week we’re talking about different investment vehicles. Part of that will be discussing the Colors of Money strategy…

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I don’t want to lose money! What should I do?

By Michelle Bertram | March 21, 2022
I don't want to lose money, what do I do?

  I have never heard anyone say they want to lose money! As we move closer to retirement and beyond, losing money becomes a bigger concern for most people, you…

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March Power Hour – Investment Strategies

By Michelle Bertram | March 8, 2022 | 0

  CLICK HERE  to watch the full Power Hour! This Power Hour is packed with powerful insights about investment strategies, risk management, and timely updates from our portfolio management team.…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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