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JAN 16: Market Insights with Brian Spinelli
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Build & Grow
Distribute & Deploy
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Industry Recognition
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LifePhase Investing®
Investment Services
Financial Planning
Retirement Planning
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News & Guidance
Locations
Long Beach
San Diego
Costa Mesa
Boulder
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Eugene
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In The News
How the Fed impacts stocks, crypto and other investments
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Understanding why clients hide held-away cash
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Should First-Time Bitcoin Investors Buy Now or Wait for the ETF?
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Best investments to own coming out of a recession
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The Pros and Cons of Investing in Real Estate – Part 1
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The Fed pauses rate hikes this month. These 10 CDs and savings accounts are still paying 5% or higher
Financial Planning
Debt Ceiling Deadline and How Markets are Reacting
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15 Overlooked Financial Planning Topics Clients Forget To Ask About
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Downside Protection Techniques: Safeguarding Your Investments in Volatile Markets
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Fearing a Recession? Five Things to Do Now to Your Portfolio
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