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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

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Measuring the Value of a Financial Advisor

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Five strategies for managing your student debt.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

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My Retirement Savings

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

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Estimate the total cost in today's dollars of various mortgage alternatives.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

When Special Care Is Needed: The Special Needs Trust

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Rightsizing for Retirement

What does your home really cost?

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