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December 2024 (1)
November 2024 (5)
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Investing
Weekly Market Insights
BY Spectrum Wealth Management | Apr 8, 2024
Weekly Market Insights: April 8, 2024 – Fed Comments Stir the Pot for Stocks
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Education Cost Planning
Apr 4, 2024
529 to Roth Rollovers
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Behavioral Finance
BY Tia Lee | CFP®, CTFA, Director of Wealth Planning | Apr 3, 2024
Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits
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Weekly Market Insights
BY Spectrum Wealth Management | Apr 2, 2024
Weekly Market Insights: April 1, 2024 – Stocks Narrowly Higher
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Spectrum In The News
BY Spectrum Wealth Management | Apr 1, 2024
Chief Investment Officer Leslie Thompson highlights the significance of the S&P 500’s best first-quarter performance since 2019, crediting strong corporate fundamentals in this CNN article by Krystal Hur.
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Tax Planning
BY Bob Phillips | CFP®, CFA®, CPA, President, Co-Founder | Mar 27, 2024
Navigating Tax Reporting for I Bonds: Avoid the Tax Trap
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Timely Financial News
BY Leslie Thompson | CFA®, CPA, CDFA™, Chief Investment Officer, Co-Founder | Mar 25, 2024
S&P 500 Concentration and Opportunity Beyond the Most Widely Known Names
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Divorce
Lifestyle + Wellness
BY Spectrum Wealth Management | Mar 21, 2024
Successfully Pivoting After A Divorce: Career Strategies
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Gifts + Estate Planning
Investing
Lifestyle + Wellness
Philanthropy
Tax Planning
BY Spectrum Wealth Management | Mar 21, 2024
Understanding Trust Funds: How They Work and Who They Benefit
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Lifestyle + Wellness
BY Spectrum Wealth Management | Mar 14, 2024
How Fraudsters Break Into Social Security Accounts and Steal Benefits
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