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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Claire Thornton MST, EA, CFP®
Financial Awareness
A Marquee for TXSE: What investors should know about the new Texas Stock Exchange
Eyebrows are raised and interests piqued at the announcement of the new Dallas-based stock...
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Financial Awareness
Four Ways to Jumpstart Your Financial Plan for Success
✔ Consolidate investment accounts with a single trusted Financial Planner.Some investors believe in...
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Do you have an appetite for acronyms? Time to meet The Granolas.
If you’re one to follow market headlines, you’ve likely heard of the Magnificent Seven stocks...
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When Tax Planning Crosses the Line - Understanding the difference between above the line and below the line deductions.
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