What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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The Proper Wealth Team
David Grulich
Financial Advisor | Partner
Robin Vernon
Financial Advisor | Partner
Nick Chason
Financial Advisor | Partner
Taylor Langston, CPA*
Financial Planning Analyst
Katherine Nerona-Balog
Client Communications | Marketing
Martha Clemons
Client Support
Emily Warren
Client Support
Sara Martins
Client Support
Ian Widener
Client Support
Heather Shiver
Client Support
Isaiah Scott
Client Support
Nate Wright
Client Support
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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