Recent content by DisplacedHoosier

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    2024 Investment Performance Thread

    Mar 2024 3.03% YTD 2024 8.12 1 Yr 22.57%
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    RightCapital - Retirement Analysis Tool - Anyone has access?

    The CFP (Josh) at Heritage Wealth Planning used to offer RightCapital for a one time fee of $150. No ongoing annual charges. Might be an option.
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