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Traveling in 2021? Know before you go! Special Webinar with Scott Hunter the Traveling Man.

Webinar

Burr. It's cold in Michigan.  But… it is getting warmer. So, the recent warm spell here has got me thinking about warmer and better times ahead. Remember the good old days when we could travel and escape the subzero temperatures for even a few days?  Those days may be returning sooner than you thing and […]

The Markets are nuts!! Or are they?

Webinar

The Markets are nuts! Or are they? Our take on the markets and investors. During this entertaining webinar, we will take stock of the markets post Covid-19 and election and cut through the every day noise to find the 'Non-spin' information you really need for your financial plans. We will also revisit the time tested […]

Elections and Markets: A View from the Hill

Webinar

Elections and Markets: A view from the hill. If you are not already exhausted from the Presidential Debate a few nights ago I wanted to alert you all to webinar today at 4:00 that you might all be interested in!  (hint—it’s political) Today at 4:00 Anthony Bucci of Mission Point Planning and AssetMark  present “A […]

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LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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