Have you ever debated if investing in a self-directed brokerage option or alternative investments, like precious metals, was right for you? There are several factors to consider when it comes to seeking a deeper involvement with investing.

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"Do-it-for-me" investing has gained popularity for individuals seeking hands-off investment options. While convenient, it's important to understand the options, and to stay aware of your investment choices, even in a hands-off scenario.

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Target Date Retirement Funds

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Strategically balancing different types of investments can help you manage risk and tap into various growth opportunities. Join today to hear more about this process, as well as what it takes to determining your risk profile and invest to meet your goals.

Personal Investor Profile

Today’s episode explores the different asset classes commonly included in retirement plans, aiming to shed light on the characteristics, benefits and considerations associate with each asset class. Each class – stocks, bonds and cash equivalents – plays an important role in the construction of a diversified portfolio.

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Understanding stable value and money market funds

Understanding fixed income funds

Understanding stock mutual funds

Join us today as we break down some common retirement plan misconceptions. We will share insights that may challenge and hopefully change the way you think about saving for retirement.

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In today's episode, Nick and Jason discuss the importance of goal setting and how using the SMART method can set you up for long-term success.

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Goal Tracker

Think of managing your money as a journey. Before you start, you need to be prepared, right? Gaining knowledge and understanding associated with managing your finances will help you make informed decisions.

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50/30/20 budgeting rule

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It’s important to understand how common sources of retirement income are taxed, so you can accurately assess how much income they may provide in retirement.

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