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Concepts

We believe education is a key component to understanding a variety of investment strategies and in understanding why some strategies sound good on a commercial but perhaps don’t work so well in reality.

  • Average vs Real
  • Rule of 72
  • High Cost of Waiting
  • Impact of Fees
  • Impact of Taxes
  • Sequencing of Returns

3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475

Form ADV Part 3 - Client Relationship Summary • Privacy Policy

Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
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