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Meet David ValenciaAmy Rushforth2020-07-02T16:05:23+00:00

David Valencia is no longer of agent status with our firm

SPOTLIGHT

The U.S. Debt Gone Mad!
Mistakes Government Employees Must Avoid If They Plan On Retiring In 2021-2022
Some Key Points Of President Biden’s Tax Plan
Should You Use Alternative Investments To Increase Your Portfolio’s Diversity And Resilience?
Are “Hybrid” Policies The Cure For Rising Long-Term Care Costs?
What Is A Short-Selling Squeeze
What Goes Up Must Come Down
10,000 Baby Boomers Retire Each Day
Lower Your Costs In Retirement By Getting And Staying Healthy
How Rising Unemployment Will Affect Retirees
What Are Exchange-Traded Funds, And Should You Consider Them For Your Portfolio
Is Your Advisor Giving You The Right Advice?
Do You Have The Liquidity Needed For Downturns?
Can You Ensure Your Golden Years Are Sweet?
The Top Qualities Of Debt-Free And Financially Prosperous People
How To Design And Customize Your Retirement Asset Allocation Framework

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