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Investor Education


Tariffs and the Stock Market: Trade Shifts and a Surprising August Rally
A recent shift in U.S. trade policy introduced new tariffs—but markets reacted with surprising optimism. Here's why the news is “less bad” than expected and what it means for your investments.

Jeff Schlotterbeck, CFP®


Internet Scams Targeting the Elderly: How to Spot, Prevent, and Respond to Fraud
Older Americans lost nearly $5 billion to online scams last year. Learn the warning signs and how to protect yourself and your loved ones from these increasingly sophisticated fraud tactics.

Jeff Schlotterbeck, CFP®
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