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Category Archives: Wealth Management

The Magnificent 7

As we close out 2023 there were many unexpected twists along the way, but the biggest surprise was the majority of the returns for the major stock indices (Nasdaq, S&P 500 and Dow Jones Industrial) all were heavily dependent on the performance of seven stocks, coined The Magnificent Seven by Jim Cramer, earlier in the …

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Posted bystephenheitzmannJanuary 1, 2024February 10, 2025Posted inFinancial Planning, Wealth Management

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