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    • Our Staff
      • Linda J. Harris, MBA, CPA
      • Julie Jagoda-Booth, CPA
      • Denise D. Veloski, CPA
      • Scott Dill
      • Kira Domes, CPA
      • Brook Haggart
      • Melissa Harris
      • Luke Mleczko
      • Bobbi Storer
      • Sonya Walters
      • Jodi Watz
      • Kathy Wright
    • Peer Review Letter
    • Community Involvement
    • Firm News
  • Services
    • Small Business Accounting
    • Audits, Reviews, Compilations, SSAE 16
    • Bank Financing
    • Strategic Business Planning
    • New Business Formation
    • Non-Profit Organizations
    • Tax Services
    • Advanced Tax & Wealth Planning
    • Marketing
  • Resources
    • Industry News
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    • JMA Newsletter
    • Important Family Documents
    • Sexual Harassment Materials
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    • Locations & Directory
Home » Investment Planning – Articles »

Investment Planning – Articles

Articles
Choosing investment vehicles
Annuity basics
Creating an investment portfolio
Investing in bonds
Investing in stocks
Mutual fund basics
Other investments
The best ways to save for college
U.S. Savings Bonds: A U.S. Tradition
Understanding mutual fund share classes

Investment basics
Handling market volatility
Investment planning–the basics
Six keys to successful investing
Taxation of investments
Understanding investment terms and concepts
Understanding risk

Investment goals
Asset Allocation
Can I afford to send my child to college?
Investing for major financial goals
Dollar cost averaging
Retirement planning–the basics

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