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Investment Managment

There can be three eroding factors of wealth.

At The Fitzpatrick Group, our main focus is minimizing fees, utilizing tax-favored investment concepts, and taking into consideration market volatility.

Market Voltality

Fees

Taxes

Let one of our advisors help you with your investment portfolio.

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Our experienced financial advisors will work with each client to discuss strategies that may potentially reduce market risk, minimize fees, and provide tax efficiency.

Taxable vs. Tax-Deferred Savings

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Bonds may outperform stocks one year only to have stocks rebound the next.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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