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Understanding a 529 Plan

Voisard Asset Management Group · Understanding A 529 Plan | …

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The Worse it Looks, the Better it Gets

Voisard Asset Management Group · Stock Market Movements – The …

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Stocks & Bonds Fall: What’s Next?

Voisard Asset Management Group · Stocks & Bonds Fall What’s …

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Estate Planning Checklist

Proper estate planning is an important component of your financial …

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Certainly Uncertain

Voisard Asset Management Group · Certainly Uncertain We are not …

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Market Volatility During Times of Crisis

  The breaking news of Russia invading Ukraine has dominated …

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The Triple Tax Benefit of a Health Savings Account

  Too often we hear people referring to health savings …

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What Happens if Congress Doesn’t Raise the Debt Ceiling?

  The federal government fiscal year ended yesterday, September 30th, …

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8 Ways to Reduce Fiduciary Liability

  In 2020, nearly 100 lawsuits alleging breach of fiduciary …

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Child Tax Credit

  The American Rescue Plan, passed in 2021, increased the …

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A Beginners Guide to Cryptocurrencies

  Questions such as “What do you think of cryptocurrencies?” …

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using a calculator and notebook to calculate retirement fund fees

Retirement Fund Fees Explained

Retirement fund fees are complex. Between administration, investment management, record-keeping, …

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