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Understanding the Market Situation and the Opportunities Ahead

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Understanding the Market Situation and the Opportunities Ahead

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

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Managing the Ups and Downs of the Market – And Your Emotions

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Managing the Ups and Downs of the Market – And Your Emotions

Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar

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Quarterly Market Outlook: Q1 2020

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Quarterly Market Outlook: Q1 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Quarterly Market Outlook: Q4 2019

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Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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3 Reasons To Consider Long-Term Care Coverage

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3 Reasons To Consider Long-Term Care Coverage

Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help.

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How Millennials Can Pursue Financial Success

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How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help.

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Diversified Growth

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Diversified Growth

Watch this video to learn about the Diversified Growth strategy.

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Estate Planning

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Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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Financial Fitness

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Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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Day Hagan

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Day Hagan

Day Hagan Tactical Dividend is an investment strategy that makes scientific, mathematical and unemotional decisions.

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