Author: jason

What Is A Mutual Fund?
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What Is A Mutual Fund?

We usually use mutual funds in some capacity when developing our clients’ portfolios and have found that most people have heard of them but aren’t exactly sure what they are.  Some folks are afraid of…

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The Roth IRA

We are big fans of the Roth IRA. It’s possibly the greatest thing to ever come out of congress. The Taxpayer Relief Act of 1997 was primarily sponsored by Senator William Roth of Delaware. A Roth IRA…

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