In addition to guiding you on your financial path, we offer you valuable education on appropriate strategies and resources, so you can make the most informed decisions in pursuit of your goals.
This workshop helps to prepare you for retirement from the perspective of longevity. The video helps inspire you to develop a clear vision of what you want retirement to look like.
Lawrie Gardner talks about preparing for tax law changes. The laws have implications for investors and high-net-worth individuals and families.
John Harrington speaks on the pros and cons of bond investments in a market with rising interest rates. Bond investment may be a useful option for those with a fixed income.
Stephen James speaks about the average returns of the S&P 500® on an annualized basis. When the market is dropping over the long term, Stephen provides some useful guidance.
Brian Marks discusses the impact of the news media on financial markets. He offers useful information for understanding the media's influence on our financial decisions.
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Contact us today to see how we can help with all your financial needs.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Severn Financial Advisors are separate and unrelated to Commonwealth.
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