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Investment Managment

There are three eroding factors of wealth.

At The Fitzpatrick Group, we strive to remove the unnecessary volatility, the excessive advisory fees, and reduce the taxes to create the ideal investment portfolio for you, our client.

Market Voltality

Advisory 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 reduce market volatility, excessive advisory fees, and taxes.

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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