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If You Don’t Get Investing, Blame it on Evolution

by Planning Associates Wealth Management, LLC | Jun 14, 2021 | Blog

By: Ralph C. Freibert, III, MBA, CLU®, CLTC®, CIMA®, CFP®, Investment Advisor RepresentativeEver wonder why so few succeed in wealth creation? Seventy-seven percent of the wealth in the United States is owned by just 10-percent of the population (see table below)....

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    Planning Associates Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Planning Associates Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Planning Associates Wealth Management, LLC unless a client service agreement is in place.

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