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2020 Helpful Resources

Identity Theft Prevention 

Identity Theft Prevention 

A helpful handout with strategies and resources to help keep you safe:

  • Credit Card and Bank Accounts
  • Social Media Security
  • Social Media Awareness
  • A List of the Top 10 Immediate Action Steps You Can Take Now

A Historical Perspective of Market<br />Downturns&#160;and Recoveries

A Historical Perspective of Market
Downturns and Recoveries

An Andex chart shows how a variety of investments have performed over time—correlating performance to historical events such as conflicts, epidemics and recessions. 


e-Pocket Tax Tables 2019 &#38; 2020

e-Pocket Tax Tables 2019 & 2020

Click below to download a quick reference guide for 2019 and 2020 Tax Tables.

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Outlook 2020: Bringing the Markets Into Focus

Outlook 2020: Bringing the Markets Into Focus

Hindsight is 2020, but finding clarity in future uncertainty can be fuzzy.

The research report from LPL Financial looks forward to the year 2020 and a new decade, some key trends and market signals that will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued strength in consumer spending.

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