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Direct Indexing: Beware of the Complexities

Why do people invest? We believe the best reason to invest is to create or preserve enough wealth to fund your future goals. An additional, immediate reward comes from the tranquility you feel today, knowing you are building a dependable financial safety net to protect yourself against tomorrow’s …

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What Is Direct Indexing?

If you follow investment news closely, a seemingly new strategy may have caught your eye: direct indexing. Read on for the full scoop on what it is, how it works, and whether it’s worth using for your own investments. What Is Direct Index Investing? Direct index investing shares some traits with …

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Investment Costs 101: Fund Management Fees

When you invest in a mutual fund or an exchange traded fund, you likely expect to pay some sort of fee. But what are your investments actually costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when …

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Benefits and retirement plans are just a couple of the things you should consider when changing jobs. Download the… t.co/Afptf8UOQ1

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In this week’s recap: Fed rate hike triggers market dip. t.co/MojH33RPnY #financialplanning #stockmarket #Denver

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Copyright © 2022 Wisdom Wealth Strategies, LLC. All Rights Reserved.
Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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