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  • Who We Are
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Articles, Stock Market

The ETF Rule and Custom Baskets

September 18, 2020 James Twining No comments yet

At Financial Plan, we are analytical to a fault when evaluating investments.  We continually ask the question: “Are we populating our accounts with optimal securities, or are there other selections that are clearly better?”  We might define “better” as wholly subscribing to our investment philosophy while demonstrating improvement to the items we can control; including […]

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