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Plan to Prosper Plan to Prosper: Build Wealth Plan to Prosper, 1013 Park Place Coronado, CA 92118, 619-537-0200. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.

Would you save money by converting your traditional IRA to a Roth IRA? With taxes set to increase in 2026, you just migh...
08/31/2023

Would you save money by converting your traditional IRA to a Roth IRA? With taxes set to increase in 2026, you just might. Talk to your financial advisor about the pros and cons discussed here: https://bit.ly/3P85aa9

Economists expect to see retail sales increase by 0.8 percent during the month, writes Commonwealth CIO Brad McMillan:
12/14/2021

Economists expect to see retail sales increase by 0.8 percent during the month, writes Commonwealth CIO Brad McMillan:

Commonwealth's Sam Millette breaks down the latest economic reports, including what's on tap for the week ahead.

Both Veterans Day and Memorial Day honor the military community, but they have different historical roots. Read about ho...
11/11/2021

Both Veterans Day and Memorial Day honor the military community, but they have different historical roots. Read about how these holidays differ: https://n.pr/3ongLWX

The two federal holidays recognize members of the U.S. military, but have their origins in two different wars and were created to celebrate different segments of the veterans community.

Yesterday marked 125 years since the Dow was created. Commonwealth CIO Brad McMillan talks about the impact this index h...
05/27/2021

Yesterday marked 125 years since the Dow was created. Commonwealth CIO Brad McMillan talks about the impact this index has had over time:

Happy birthday to the Dow! Commonwealth CIO Brad McMillan celebrates the index and what it has meant for the stock market and investors.

College graduates, it’s time to start your financial education. These key suggestions will help you make the right decis...
05/18/2021

College graduates, it’s time to start your financial education. These key suggestions will help you make the right decisions from the start:

New graduates must grapple with finding a job, learning about benefits, understanding budgets, using debt and even gaining familiarity with tax rules

The old market adage, “sell in May and go away,” needs to be put to bed, writes Commonwealth CIO Brad McMillan:
04/30/2021

The old market adage, “sell in May and go away,” needs to be put to bed, writes Commonwealth CIO Brad McMillan:

Should investors sell in May and go away? Commonwealth CIO Brad McMillan says not so much.

Commonwealth’s Jim McAllister appears on CIO Brad McMillan’s blog to discuss finding opportunity in both growth and valu...
04/14/2021

Commonwealth’s Jim McAllister appears on CIO Brad McMillan’s blog to discuss finding opportunity in both growth and value stocks:

Growth or value? Commonwealth's Jim McAllister says the question for investors doesn't have to be either/or.

Commonwealth’s Anu Gaggar appears on CIO Brad McMillan’s blog to discuss the importance of investing in financial litera...
04/09/2021

Commonwealth’s Anu Gaggar appears on CIO Brad McMillan’s blog to discuss the importance of investing in financial literacy:

As we build back the post-COVID economy, Commonwealth's Anu Gaggar says investing in financial literacy is more important than ever.

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