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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.

Helpful Content

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

 

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Important Birthdays Over 50

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Lots of Variables with Fixed-Rate Mortgages

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Life and Death of a Twenty Dollar Bill

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Purchasing homeowners insurance is critical for protecting your home.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprises

Making the most of surprises is a great reason to work with us.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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