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Retirement
Client Presentation: Social Security - Get What's Yours
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Talk to clients about how they could get the most out of their Social Security benefit.
Retirement
Should you save or spend your tax refund?
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This tax season, consider putting your refund toward a 529 plan.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
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A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.