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2024 Q2 Market Update
Please check out our most recent market update. 2024 Q2 Quarterly Letter
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
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...
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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