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Investments Category

  • Misconceptions About 529 Plans

    Just like the kids you’re saving college funds for, 529 plans are often misunderstood. Read on to learn how 529 plans are more flexible than you may think. They can be set up by anyone, for anyone, and used for a variety of education costs at all kinds of institutions, not just typical four-year colleges. […]

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  • Market Perspectives: Q2 2017 Newsletter

    We have released our 2nd Quarter 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.  

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  • Market Perspectives: Q1 2017 Newsletter

    We have released our 1st Quarter 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.

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  • Baton Rouge Business Report Article Featuring Jason Windham

    Our very own Jason Windham was recently featured in an article for the Greater Baton Rouge Business Report on retirement.  You can view it below or click here to view it in a new window.

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  • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?

    Pretax, Roth, or After-Tax Contributions: Which Should You Choose? If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? Pretax: Tax benefits now With pretax contributions, the money is deducted from your paycheck before taxes, which helps reduce your taxable income and the amount of taxes you pay now. […]

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  • Will vs. Trust

    Is one Better Than the Other? When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you. What is a will? A will […]

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