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Undivided Wealth
Undivided Insight Library
Future Leaders
University
Emerging Leaders
L3
Next Chapter
Legacy
Undivided Wealth
Future Leaders
University
Emerging Leaders
L3
Next Chapter
Legacy
Undivided Wealth
Goals Based Investing
investment planning, next chapter Gary Baker 12/9/21 investment planning, next chapter Gary Baker 12/9/21

Goals Based Investing

Goals-based investment planning is the process of matching your money and financial resources with your goals, dreams and objectives - in light of the risks and rewards presented by current economic and financial markets.

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Diversification Works
investment planning Gary Baker 9/7/21 investment planning Gary Baker 9/7/21

Diversification Works

Time and again, diversification serves its purpose.

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The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

Any 3rd party website links referenced are being provided strictly as a courtesy. Neither we nor Kestra Private Wealth Services, LLC are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.