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About the Book

Investing may often feel like an overwhelmingly complicated experience, but it can be as easy as a three-step process – much like baking delicious chocolate chip cookies.

COOKIES AND RETIREMENT: takes you on a journey, sharing with you how chocolate chip cookies and retirement planning go hand in hand and explaining the finer details in simple, lucid language. Discover some of the most important aspects every investor must consider when investing, and how to help position yourself with the highest probability of success.

This book is designed to help you answer what you should START doing, what you should STOP doing, and what you need to KEEP doing.

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Market Guard®

Market Guard® is a complete series of model portfolios created to help empower clients with the highest probability of investment success, while helping to protect their investments along the way.

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