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OUTvest 

Springtime investing

September is a great month to review your investments and give them a good old spring clean ahead of the year-end holiday rush.

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Designing your investment goals requires dedication and a solid plan. 

Investing vs saving

You should employ both to have a well-rounded financial portfolio.

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Understanding the fundamentals creates a solid investment foundation with better investment expectations.

The role of technology in financial planning

Automated advice models and offerings are no longer a threat to financial planners but rather an enabler to their businesses.  
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