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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

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Assess Life Insurance Needs

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

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.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Will Power

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Long-Term-Care Needs

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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.

Surprises

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

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