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Asset Management

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Econ Wealth
Management

ENGAGE

Live Wire
Route 39 Market Beat
Advyzon Client Portal
Know your team
Client Experience
Lifetime Calendar
Lifetime Services Checklist
EWM Client Events
The Econ Wealth Guidebook
Roadmap

PLAN

How Much is Enough?
Pre-Retirement Playbook
What to do with a maturing CD
Power of Compounding Interest
College Planning Essentials
Your EWM Experience
Election Client Kit
SnapShot
Point A to B
Financial Planning Categories
Financial Planning Process
Guide to Choosing a Nursing Home

INVEST

Staying Invested
Active Stock Portfolio
History of Market Corrections
Bear Market Recoveries
History of U.S. Bear & Bull Markets
Crises and Events
Debt Ceiling and the S&P 500 Index
Fourth Quarter Returns
Inflation vs. Stocks and Bonds
Probability of Positive Returns
Purchasing Power of the U.S. Dollar
Recessions: Before and After
Equity & Fixed Income Returns in Years with High Inflation
1 Year Market Returns
10 Year Market Returns
Client Election Resource Kit

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Econ Wealth Management

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4755 Linglestown Rd, Suite 204
Harrisburg, PA 17112

Important Disclosures:

Econ Wealth Management is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. The information presented herein is intended for educational purposes only and is in no way intended to be interpreted as investment advice or as a device with which to ascertain investment decisions or an investment approach. Information presented is believed to be factual and up to date. It should not be regarded as a complete analysis of the subjects discussed. Econ Wealth Management is not engaged in the practice of law or tax preparation and no comments should be construed as legal and/or tax advice. Estate planning and tax information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. EWM and its employees are not affiliated or compensated by any other company or charity mentioned on this website.

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