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Changes in tax laws, estate planning and insurance regulations and the general fluctuations in the marketplace can affect your investment strategies. Our weekly blog will keep you current on everything you need to know to pursue your financial objectives.

Tactical Allocation Ideas

Dustin LaPorte, CFP®, CKA®, CCFS® | Wednesday, November 23, 2022

Tactical Allocation Recommendations as of Nov. 23, 2022Short-term tactical moves to consider: Lower overall stock market exposure, even though U.S. markets have historically rally during periods of divided government after...