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Give Yourself a Tax Advantage

Derek Bostian, CFP®2020-10-08T15:59:02+00:00October 8, 2020|

If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the ...

Do you know what the Dow is?

Derek Bostian, CFP®2020-04-01T00:07:54+00:00April 2, 2020|

Over the last few weeks, we’ve seen incredible volatility and a roller-coaster ride of a stock market. It seems every ...

The Coronavirus Market Correction

Jason Rindskopf, WMCP®2020-03-25T19:16:33+00:00March 25, 2020|

In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth ...

What does The SECURE Act mean for you?

Derek Bostian, CFP®2020-03-13T16:24:34+00:00March 16, 2020|

There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece ...

Are Volatile Stock Markets Good for Investors?

Derek Bostian, CFP®2020-03-16T16:46:25+00:00March 16, 2020|

When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue ...

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Two Waters Wealth Management, LLC. Two Waters Wealth Management is a separate and unaffiliated entity from Advisory Alpha. While tax and legal issues may be discussed in the general course of financial and investment planning Advisory Alpha does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.

Members of the Investment Team work directly with our firm and personnel but are licensed with Advisory Alpha LLC, a SEC Registered Investment Advisor. The Investment Team is not necessarily involved with the research, due diligence, and portfolio management functions related to all investment products or solutions used for each client. CFA® is a trademark owned by the CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP board’s initial and ongoing certification requirements

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¹ Source: https://www.cnbc.com/2019/05/21/as-financial-advisor-shortage-looms-colleges-look-to-fill-talent-gap.html