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Consistent

Our investment management philosophy ensures consistent, disciplined, objective decision-making.

Being human means being emotional, but in the investment world, being emotional often coincides with poor decisions. Having the discipline to consistently stick to your investment management strategy is just as important as the strategy itself.

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Accessible

Amid today’s fast-moving and often volatile markets, clients need financial agility. At GenWealth, we manage our clients’ assets directly. By choosing a partner who operates at eye level, not "sky level", you can be sure that you’ll sit across the table from the person making investment decisions.

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Transparent

With open communication and access to your advisor, you will see all parts of any transaction. You’ll know what investments are in your portfolio and how they are being managed. You will have 24/7 on-line access to view your investment accounts, their holdings and related statements.

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About the GenWealth Group

Based in Maplewood, The GenWealth Group is a Registered Investment Advisory (RIA) firm dedicated to growing and preserving the wealth you’ve worked hard to accumulate. As an RIA, we have the legal and fiduciary responsibility to always put your interests first when providing advisory services. Together, we’ll work through life’s events and develop progressive financial strategies for what lies ahead.



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Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Will Power

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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

Should You Borrow from Your 401(k)?

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Inventorying Your Possessions

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

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This calculator shows how inflation over the years has impacted purchasing power.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should I Invest In REITs?

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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