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Financial Planning & Investment Management

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Enriching and Empowering Your Life

Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to make decisions alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Our financial planners provide clarity among the endless options and help you achieve financial freedom.

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How the Presidential Election Might Affect Your Portfolio

October 14, 2020

Chief Investment Officer Jason Gunkel shares a detailed report of how the presidential election results could affect the stock market and its returns for investment portfolios. He also shares historical patterns of stock market performance under previous administrations and the financial planning implications of presidential policies.