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Reify Wealth Advisors

Envision. Empower. Realize.

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Financial planning, investment management and tax news.

Reify Wealth Advisors
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Blog

February 25, 2025

Looking back at 2024 and adjusting to 2025

February 25, 2025/ Kyle McCune
Looking back at 2024 and adjusting to 2025

2024 revealed valuable lessons amidst the turbulence of shifting global economies and political climates.

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February 25, 2025/ Kyle McCune/
Blog Archives, Newsletter
#stockmarket, #Stocks, #Bonds, #InterestRates, #Workshops
February 20, 2025

Risk & Rebalancing

February 20, 2025/ Shane Fagan
Risk & Rebalancing

When thinking about your portfolio it is easy to frame your investment decisions based on the potential return you may receive, but return is only part of the equation.

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February 20, 2025/ Shane Fagan/
Blog Archives, Investments
#investing, #InvestmentManagement, #Investments, #PortfolioManagement, #PortfolioManager, #Stocks, #Bonds, #Cash
August 29, 2023

The Prevalence of Rare

August 29, 2023/ Juli Erhart-Graves
The Prevalence of Rare

What advice would you give to your younger self?

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August 29, 2023/ Juli Erhart-Graves/
Blog Archives, Newsletter
#Recession, #Bonds, #RetirementPlanning
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Reify Wealth Advisors

We are a women-owned firm delivering financial planning, investment management, & tax services.

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Indianapolis, IN 46268

317.872.5090
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