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BUILDING YOUR GO-TO SOURCE FOR FINANCIAL CLARITY
Explore educational materials designed to simplify complex topics and strengthen your financial understanding.
REAL. ACTIVE. SOLUTIONS.

Document Archives
Investment
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Active Stock Portfolio - outdated version
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Debt Ceiling and the S&P 500 Index
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Fourth Quarter Returns​
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Purchasing Power of the U.S. Dollar
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Equity & Fixed Income Returns in Years with High Inflation
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10 Year Market Returns
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Client Election Resource Kit
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1 Year Market Returns
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Options Strategies
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Restricted Stock Units
Planning
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Election Client Kit
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Point A to B
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Financial Planning Categories
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Financial Planning Process
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What to do with a maturing CD
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Pre-Retirement playbook
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What is a custodial Account
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Individual Retirement Accounts​
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Lifetime Experience Calendar​
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EWM Guidebook old version
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AI Bubble - First Trust
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Guidebook old version as of 10/7/25
LIVE WIRE
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Live Wire Intro - 1/26/2024
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Fed Announcement Volatility - 2/8/2024
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Inverse Fund Activity - 2/14/2024
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G.P.S. Intro - 3/22/2024
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Fed Changes # of Cuts - 4/10/2024
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Buying on the Way Down - 4/19/2024
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Moving from Stocks to Bonds - 5/31/2024
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Mid Year Review (feat. Steve) - 7/29/2024
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Active vs Passive Investing - 8/22/2024
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Investing for the New Admin - 11/15/2024
STOCK BUZZ
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Overweight Utilities & Materials - 4/23/2024
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Sector Leaders - 5/2/2024
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Sector Rotation - 5/9/2024
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Adding a Lot - 6/21/2024
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Playing Defense - 8/16/2024
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Fed Rate Cut Activity - 9/20/2024
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Pre-Election Activity - 10/25/2024
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Jake Knows Lowe's- 1/9/2025
Route 39 Market Beat
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