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CFE Financial
CFE Financial
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    • Home
    • About Us
    • Services
    • Get Started Now
    • Newsletters & Research
    • Testimonials & Awards
    • Forms
    • Resources
  • Home
  • About Us
  • Services
  • Get Started Now
  • Newsletters & Research
  • Testimonials & Awards
  • Forms
  • Resources

Newsletters & Research

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Personal Finance Snapshots

    Retire (Mo)ments

    Retire (Mo)ments is a video series about personal finance and retirement topics from the perspective of a Certified Financial Planner. 

    Monthly Newsletters

    Here you will find our most recent monthly investing newsletters on the state of the markets and a look forward to the months ahead. We welcome your feedback on any of our commentary! These newsletters are for general information purposes only and do not constitute a specific solicitation to purchase any investment product.

    February 2023 Market Update (pdf)

    Download

    January 2023 Market Update (pdf)

    Download

    December 2022 Market Update (pdf)

    Download

    November 2022 Market Update (pdf)

    Download

    October 2022 Market Update (pdf)

    Download

    September 2022 Market Update (pdf)

    Download

    Articles and Research

    The PDF documents below are recent articles we have written on financial topics of interest. We welcome your feedback on any of our research! These articles are for general information purposes only and do not constitute a specific solicitation to purchase any investment product.

    Unbundling for Retirement (pdf)Download
    The Challenges of Early Retirement (pdf)Download
    Four Types of Retirement (pdf)Download
    Raising Emergency Cash (pdf)Download
    ABCD of Personal Finance (pdf)Download
    Where To Go For Financial Advice (pdf)Download

    Notes & Disclaimers

    Nothing on this site is meant to constitute an offer or solicitation of transaction in any particular security. Any discussion of recommendations contained in documents here may not be suitable for all investors. Any opinions, estimates, or projections expressed in documents here may assume economic, industry, and political conditions and/or current conditions at the time of issuance, which are subject to change. All information being furnished here is on the condition that it will not form a primary basis for any investment decision. Investments in any form involve the risk of loss. Past performance is not an indication of future performance.

    Copyright © 2023 CFE Financial - All Rights Reserved.

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