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Portfolio Compass | May 17, 2017

May 17, 2017
eco-friendly

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“Upgraded intermediate-term municipals to neutral/positive from neutral.”
Source: WEEKLY COMMENTARY

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401(k) 529 plan Aaron Puckett Annuities Ask Aaron Ask an Advisor Budget CFP choosing a financial advisor college savings David Hemler Deborah Williams eco-friendly estate planning financial freedom financial planning Financial Success Goals healthcare Income insurance investing Investments Investment Strategy Investor IRA IRAs Jacob Sturgill life insurance Puckett & Sturgill Puckett & Sturgill Financial Group Retirement Retirement Planning Risk Tolerance Saving for college small business small business owner Social security Sustainable Investing Tax Considerations for the Retiree tax efficiency Taxes Tax returns tax strategy Westminster financial advisor

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Puckett Financial Group
20 Liberty Street, Westminster, MD 21157

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Puckett Financial Group
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