Education2023-11-27T16:33:47+00:00

Quarterly Investment Commentary

Investment Commentary

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*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Personal Economics Financial Group. Personal Economics Financial Group is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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