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  • Account Aggregation

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  • Financial Planning Scenarios

  • Financial Planning Recommendations

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  • Schwab Account Access

  • Statements and Tax Information

  • Account Trading

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Financial Resources

Every two weeks, I keep you updated on trends and happenings in the financial world so that you always have a trusted source in your corner.

A cover image for a financial portfolio construction guide featuring images of a smartphone, stock market graph, dollar bills, a heart on a keyboard, and the text 'Portfolio Construction. Think of it like dating.' with the company logo 'Clear Springs Wealth'.
A young woman with blonde hair and glasses sitting at an outdoor restaurant bar, eating food. There are plants and a glass of red drink on the wooden counter. The background shows other people dining and sun setting.
A line chart titled 'U.S. Individual and Corporate Tax Rates' from January 21, 2025, showing the highest marginal tax rates for individuals and corporations from 1913 to 2025. The chart indicates historically high rates during World War I and II, with notable tax cuts during Reagan's presidency and the Tax Cuts and Jobs Act. The chart includes a section at the bottom with talking points about tax rate trends and sources from Cleanomics and IRS.
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