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Cadence- Legacy Planner

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Checkout Our Latest Blogs

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September 1, 2025

The Informed Investor: How Do You Protect Against Market Drops?

Mark Gochnour, Wes Crill, and Jake DeKinder analyze the allure of buffered strategies as well as the risks and costs of seeking downside protection

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August 28, 2025

AI Is Everywhere, Including Your Portfolio

AI touches nearly every business, so diversified portfolios already capture it. Broad exposure helps investors benefit without picking winners.

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August 25, 2025

The Informed Investor: Is the Stock Market Overvalued in 2025?

What investors can learn from market valuation ratios.

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