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The Coffeehouse Investor Blog

Categories:

College Planning
Insights
Investing
Retirement Funding

Is your portfolio primed to underperform? Thumbnail

Is your portfolio primed to underperform?

March 2, 2021 Investing

Is it time to start building your financial portfolio? Thumbnail

Is it time to start building your financial portfolio?

February 19, 2021 Investing

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This information is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes and is not intended as tax, legal or accounting advice. Please consult tax, legal or accounting professionals for specific information regarding your individual situation.

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