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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.
Portfolio Construction Insights
Core Portfolio Construction
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What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Retirement
Should you save or spend your tax refund?
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This tax season, consider putting your refund toward a 529 plan.