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Investment Resources

Videos

When Markets React

When markets shift, experienced investors stick to their strategy.
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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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Articles

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
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