October is Financial Planning Month
As the holiday season draws near, most people are thinking about their finances over the next few...
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Author: Ronald Gelok & Associates
The Anatomy of an Index
THE ANATOMY OF AN INDEX Did you know that an estimated $13.5 trillion in assets are indexed or...
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Investment Strategy: Setting Financial Goals
Have you ever set a financial goal for yourself with the best of intentions, only to find yourself...
Read MoreWhat the Inflation Act Means For You?
The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, this article highlights three key areas where you may benefit the most. Tax credits for...
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Hurricanes & Flood Insurance: What You Need to Know
If you live in an area at risk for hurricanes, you likely understand the importance of flood...
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