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Financial New Year’s Resolutions

Investment Considerations for 2021

We commonly focus our New Year’s resolutions towards improving our health, charting new career paths and kicking bad habits – areas of our lives certainly worthy of our attention. However, our finances and investments are equally worthy but often forgotten this time of year.

Managing Partner, TJ Troutner and Wealth Advisor, Lachlan MacLean, discuss what you should be thinking about in order to set yourself up for financial success in 2021.

Recorded December 21, 2020


Featuring:
T.J. Troutner
Lachlan MacLean

Equius Partners is a Registered Investment Advisor. Please consider the investment objectives, risks, and charges and expenses of any mutual fund and read the prospectus carefully before investing. Indexes are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

Past performance is not a guarantee of future results. This information is provided for educational purposes only and should not be considered investment advice or a solicitation to buy or sell securities. There is no guarantee an investing strategy will be successful. Investing involves risks, including possible loss of principal. Diversification does not eliminate the risk of market loss.

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