As the new year approaches, many investors will set resolutions revolving around their financial life. Roger and Doug discuss how to set financial goals and tips to help you stick to them throughout 2025.
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The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.
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Premier Investments & Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All performance referenced All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
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