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Investing in a Global Marketplace

If you’re looking to diversify your investments against fluctuations in the American economy, then you may want to consider investing in foreign securities. This strategy assumes that by investing in more than one economy, individuals may be able to “level out” the expected fluctuations that inevitably occur both domestically and abroad.

It's World Financial Planning Day!

The Financial Standards Planning Board promotes the day to raise awareness about the importance of investor education and protection. But, you know, Financial Planning (capitalizations intentional!) is more than just a day, right? What if I told you it was a lifelong journey?

It's World Financial Planning Day! Why Should You Care?

The Financial Standards Planning Board promotes the day to raise awareness about the importance of investor education and protection. But, you know, Financial Planning (capitalizations intentional!) is more than just a day, right? What if I told you it was a lifelong journey?

Document Retention

Is your garage overflowing with bank statements and paid bills from ten years ago?  Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded?  Are you wanting to finally get control of your documents?

"TOTAL DRAMA ISLAND" - J.R.'s Two Cents - A Monthly Podcast

J.R.’s Two Cents -  A Monthly Podcast

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Apocalypse Now?

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J.R.'s Two Cents - A Monthly Podcast

"Apocalypse Now?"

Better Money Habits to Start in 2018

The start of a new year on the calendar gives you a chance to get several things organized in your life. Some choose to clear out the clutter in their homes, improve their career prospects, or improve their overall health. For many, 2018 can bring a better financial outlook if they take smart steps to develop better habits with their money.

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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