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Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first
Fairness. We never accept commissions
Integrity. Conflict-free advice

Pullbacks are normal, and it's time in the market not market timing that makes the difference

Submitted by LWM | Linden Wealth Management LLC on June 10th, 2020

Looking Forward.

We need to remind ourselves that pullbacks are normal and that it's time in the market and not market timing that makes a positive difference to long-term performance and achieving one's investment objectives:

Take Advantage of the 3X Tax Savings of an HSA

Submitted by LWM | Linden Wealth Management LLC on May 28th, 2020

Take Advantage of the 3X Tax Savings of an HSA

Health Savings Accounts (HSA) offer more than just a convenient way to pay for out of pocket medical expenses. They can be the most tax-advantaged way to save for retirement.

Traditional retirement accounts only have two of the three legs of tax savings:

What Could The Swings In Equity Prices Be Signaling?

Submitted by LWM | Linden Wealth Management LLC on May 19th, 2020

Higher Volatility Can Lead To Higher Future Returns

In an interesting set of tables, BlackRock shows how periods of high volatility often lead to higher future returns.

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Home

Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first

Fairness. We never accept commissions

Integrity. Conflict-free advice

Pullbacks are normal, and it's time in the market not market timing that makes the difference

Looking Forward.

Take Advantage of the 3X Tax Savings of an HSA

Take Advantage of the 3X Tax Savings of an HSA

What Could The Swings In Equity Prices Be Signaling?

Higher Volatility Can Lead To Higher Future Returns

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