Ep 54: Review Your Investments
Released Thursday, 9th September 2021
Good episode? Give it some love!
Ep 54: Review Your Investments
Ep 54: Review Your Investments
Thursday, 9th September 2021
Good episode? Give it some love!
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We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua … Continue reading Ep 54: Review Your Investments →
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Retirement Plan Playbook
We founded RPA Wealth Management to help each of our clients achieve their unique vision for life. Because of this, we don’t offer cookie-cutter anything. Instead, we work with you to craft the personalized financial and investment strategies that help get you where you want to go in life.Our commitment to putting you first means you’re our boss. We don’t work for any company, and we don’t get commissions. We are an independent, fee-only Registered Investment Advisor for one reason: It builds a relationship with you based on integrity and sincerity, so you always know what you’re getting and why.Headquartered in Rancho Cucamonga, we also offer meeting locations in Los Angeles, Irvine, Pasadena, and Redlands, as well as online.Join Podchaser to...
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