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Blog and Education

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Carson Coaching | Jul 18, 2022

Weekly Market Commentary 07.18.2022

Weekly Market Commentary
Nobody is happy, but Americans are feeling more optimistic.
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Raymond Bell | Jul 15, 2022

10 Items Overlooked in Your Life Insurance Policy

Insurance Blog
Life insurance policies are incredibly detailed and even a good life insurance might not touch on everything that you should know. Here are ten items every
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Carson Coaching | Jul 11, 2022

Weekly Market Commentary 07.11.2022

Weekly Market Commentary
Rising inflation is a bit like a child throwing a temper tantrum in the grocery store.
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Carson Coaching | Jul 5, 2022

Weekly Market Commentary 07.05.2022

Weekly Market Commentary
The first six months of 2022 have earned a place in history books.
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Megan Wilsey | Jul 1, 2022

Top 5 Considerations When Saving for College

ARC Blogs
Two parents were talking one day, when one asked the other what their son was taking in college. The parent responded: “He’s taking every penny I have!”
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Jim Worden | Jun 28, 2022

Seasons, Cycles, Prices, and Behaviors

Market Update
The other day I was asked if I thought we were going to have a recession. I answered that at some point we will have a recession, but that no one knows
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Carson Coaching | Jun 27, 2022

Weekly Market Commentary 06.27.2022

Weekly Market Commentary
Last week, bad news was good news.
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Raymond Bell | Jun 24, 2022

The Unholy Trinity Life Insurance Gift Tax Trap

Insurance Blog
People take out life insurance with the understanding that the death benefit is paid to their beneficiaries’ tax free.
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Carson Coaching | Jun 21, 2022

Weekly Market Commentary 06.21.2022

Weekly Market Commentary
The fight against inflation intensified.
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Carson Coaching | Jun 13, 2022

Weekly Market Commentary 06.13.2022

Weekly Market Commentary
Inflation is proving to be far more tenacious than markets had hoped.
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Carson Coaching | Jun 6, 2022

Weekly Market Commentary 06.06.2022

Weekly Market Commentary
How strong is the United States economy? That’s the question investors were mulling after last week’s jobs report.
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Amber Kodad | Jun 1, 2022

Happy Finances = Happy Marriage

ARC Blogs
It’s supposed to be the happiest time of your life! You just got engaged and are now planning your dream wedding. No one wants to come off that high to have
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Office

5333 N 7th Street Suite B114
Phoenix AZ 85014

Contact Info

Main: 602-422-9380
Mobile: 602-350-0759
Fax: 888-391-2195
charles.schwarz@lpl.com

     

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. The Wealth Consulting Group, WCG Wealth Advisors, LLC, and Palo Verde Wealth Management LLC are separate entities from LPL Financial.

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