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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

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.

Lower Risk, Potentially Higher Returns

Submitted by LWM | Linden Wealth Management LLC on December 10th, 2019

Low Volatility. A New Type of Fund.

It's not often that you get to "have your cake and eat it too." In some respects, that's exactly what's happening with low volatility investment funds.

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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

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

Lower Risk, Potentially Higher Returns

Low Volatility. A New Type of Fund.

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