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2023 Market Updates

Educational Videos

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Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views & opinions expressed are based on current economic & market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities & Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Planners & United Planners are not affiliated. United Planners & its representatives do not offer tax or legal advice.

Educational Insights

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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