We are at the halfway point in 2019, how have your investments performed? What changes should you be making now in order to capture the most upside in the second half of the year? Join Mike, Josh and Kevin as we evaluate the first half of the year, discuss current themes driving the investing world and what you could possibly expect for the rest of the year.
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S3E30: The Most Important Estate Planning Choices You Must Make
S3E29: Financial Choices Related To College Planning
S3E28: Your Most Important Financial Decisions For Your Retirement
S3E27: The Most Important Choices You Make In Your Investments
S3E26: Don't Make The Wrong Tax Decision In These Key Areas
S3E25: How To Make This Tax Season Your Best One Ever
S3E24: The Most Important Insurance Decisions You Face
S3E23: The Most Important Choices You Make In Your Present Financial Position
S3E22: The Secret Tips of Successful Budgeting
S3E21: Insurance Strategies For 2018
S3E20: 2017 Investment Recap and 2018 Outlook
S3E19: Setting and Achieving Your Financial Goals
S3E18: What The New Tax Laws Mean To You
S3E17: Creative Year End Giving Strategies
S3E16: Your Year-End Financial Checklist for 2017
S3E15: Your Pension Is Being Cashed Out. Now What?
S3E14: Is auto-enrollment for your 401(k) helping you meet your retirement goals?
S3E12:The GOP Tax Plan
S3E13: Do You Need A Lot Of Money To Work With A Financial Planner?
S3E11: An Introduction to Special Needs Financial Planning
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