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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.

LPL Financial Research - Outlook 2016

Helpful Content

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A Taxing Story: Capital Gains and Losses

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Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

Personal Finance Tips for Military Families

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Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Investing with Your Heart

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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Pay Yourself First

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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.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator demonstrates the power of compound interest.

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Determine your potential long-term care needs and how long your current assets might last.

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Tax Management Strategies

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

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.

Investment Strategies for Retirement

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

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The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Interest Rates: How Low Can They Go?

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Surprises

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

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