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SWisdom Financial

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Swisdomfinancial - MARKET NEWS

http://www.swisdomfinancial.com/themarket.aspx

Market Update for the Month Ending July 31, 2016. Posted August 3, 2016. Markets move up around the world. Technical factors also improved during the month. All three major indices remained above their 200-day moving averages, often a sign of continued strength. Emerging markets also did well, gaining 5.03 percent in July. Despite the turmoil in Europe and Turkey, technical factors for the MSCI Emerging Markets Index remained positive, as it stayed above its 200-day moving average for the entire ...Perha...

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Swisdomfinancial - Articles Library

http://www.swisdomfinancial.com/articles_archive_(chron).aspx

Making the Most of Life Insurance Tax Benefits. Get an overview of three key tax features available via life insurance. Wedding Finances: A Survival Guide. Get tips for keeping wedding expenses in check, whether you're the host or a guest. Caring for Your Aging Parents. Learn how to help your parents maintain their independence as they get older. Building a Better, Budget-Friendly Vacation. Get tips for planning a relaxing summer break (that won't break the bank). Questions to Ask When You Inherit a Home.

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Swisdomfinancial - Our Broker Dealer

http://www.swisdomfinancial.com/our_broker_dealer.aspx

About Commonwealth Financial Network. Our Broker Dealer What is a broker. What is a broker/dealer? A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to choose a broker/dealer to partner with on your behalf. Commo...

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Swisdomfinancial - ACCOUNT ACCESS

http://www.swisdomfinancial.com/client_access_-_multiple_options.aspx

To access your account information, please select the button below. If you do not currently have a username and password and would like access to your account online, please submit your information using the form below, and someone will contact you regarding your request. See your statements and confirmations online in Investor360°. The following fields are required. Please complete them and resubmit the form. Account Access Request Form. Including possible loss of the principal invested.

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地址:四川省成都市二环路北一段111号 电话/传真:028-86466419 62204610 13340964183 Email:wisdom@swisdom.com 邮箱登录.

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Swisdomfinancial - HOME

Welcome to SWisdom Financial. We are an independent financial planning firm that has been helping many people across the United States establish and maintain their long-term financial goals since 2001. If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock market, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like! We appreciate your interest in SWisdom Financial.

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