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Blogs and News

Health Savings Account

Do you currently have or have access to a Health Savings Account? Do you know how it can be utilized as a wealth-building tool? Check out our informational piece on how an HSA can benefit your wealth-building journey. Health Savings Account

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2024 Q1 Market Update

Returns for the major stock indexes in 2024 and the current bond and money market yields are as follows: Index2024 YTDDow Jones Industrial Average       5.62%S&P 500     10.16% Fixed Income...

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Year End 2023

Returns for the major stock indexes in 2023 and the current bond and money market yields are as follows: Index    2023 ReturnsDow Jones Industrial Average    16.18%S&P 500    26.29% Fixed Income Yields   ...

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