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Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019

Funding Your Retirement: Some IRA Choices to Consider

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Strategies for Investors in a Volatile Market

Welcome to 2020

Low Interest Rates and Investors

Year-end Tax Planning for 2020 and Beyond

2020 Fourth Quarter Economic Update

Helpful Information for Filing 2020 Income Taxes and Proactive Tax Planning for 2021

Anicipating Rising Interest Rates

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

 

This communication is strictly intended for individuals residing in the states of AL, AR, CO, FL, LA, MN and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

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