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June Chart Talk: These pictures say a thousand words about the value of Roth IRAs, the history of oil and gold prices, what asset classes protect against downside risk, and more.
May Chart Talk: Visuals on how expensive the market is, how hard it is to catch up, and how long your tweets should be. Plus all the sentiment charts fit to print, and more.
April Chart Talk: Charts offering a reality check for aggressive stockpickers, what the IRS now permits in rollovers, how to spot asset bubbles, and more.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025