March 1st 2022 - Allocation Updates

Every month we review the FUTURE CONTRIBUTIONS (money going into your plan with your next paycheck). The specific advice has been uploaded to your dashboard. The reasoning behind the advice is contained in this seven minute video.


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Kevin Clark

NEW MODELS FOR 2022!

Early next year we will be launching new models for Self Directed Brokerage Accounts (SDBAs).

We will be offering fully . . .

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Kevin Clark