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asnv-3

  • Home
  • Our Firm
    • Meet Your Team
    • Your Broker Dealer
    • Security & Privacy
  • Our Services
    • Retirement Planning
    • Investment Management
    • Financial Planning
    • Risk Management
  • Client Experience
    • News & Events
  • Client Resources
    • Retirement Planning Resources
    • Investment Management Resources
    • Financial Planning Resources
    • Risk Management Resources
  • Contact
    • Contact Us
    • Directions
  • Account Access
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    Investment Management


    Our Investment Process

    • Defining the Wealth Management Process
    • How Do Financial Planning and Wealth Management Work Together?
    • Introduction to Wealth Management
    • The Benefits of a Managed Account
    • Investing in Your Values Environmental, Social, Governance
     

    Investor Education

    • Investing Internationally
    • Periodic Table of Sectors
    • Periodic Table of Asset Classes
    • The Importance of Benchmarks
    • ETF Basics

     

    Investor Behavior

    • Benefits of Accumulation 
    • Emotions of Investing
    • Individual Bonds and Bond Funds
    • The Importance of Expectations
    • Understanding Style Boxes
    • Understanding Your Risk Tolerance 
     

    Investment Partners & Resources

    • Advanced Planning Team Biographies
    • Research Team Biographies

     

    Socially Conscious & Responsible Investing

    • Investing in Your Values

    This communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, IN, MA, MD, NC, NH, NJ, NY, OR, PA, RI, SC, TN, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.   Fixed insurance products and services offered through ClearGuidance Financial or CES Insurance Agency.   

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    ClearGuidance Financial 30 Waterside Drive, Suite 100, Farmington, CT 06032 | P860.470.7384 | F860.470.7190