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The Advanced Financial Group News

2020: The Year in Review

Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn?

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Did you know? Important information for people with retirement plans

The proof is in the numbers.  According to a recent study by Charles Schwab, 81% of people with a self-directed brokerage account in their retirement plan do not use a financial advisor – and on average, they have $214,909 less than in their account compared to the 19% who do use an advisor.1

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Elections and the Markets

It’s that time again!  Every four years, Americans take a few minutes out of their day to choose the next President of the United States.  Under normal circumstances, voting is a simple, uncomplicated act—but the months preceding it are anything but. 

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Common Investment Mistakes - Part 3

Unfortunately, a number of people make common investment mistakes that may create barriers to reaching financial goals. A Library of Congress report on investor behavior discusses the three common investment mistakes: Disposition Effect, Noise Trading, and Naïve Diversification. Following is some information about these three mistakes.

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