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

Newsletters & Research

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Personal Finance Snapshots

    Retire (Mo)ments

    3 Sources of Retirement Happiness

    This Retire (Mo)ments video focuses on the three primary sources of happiness in retirement.

    Where To Go For Financial Advice

     This Retire (Mo)ments video focuses on three type of professionals to go to for financial advice. 

    5 Older Saver Advantages

    This Retire (Mo)ments video focuses on five advantages that older savers have when saving for retirement.

    4 Types of Retirement

    This Retire (Mo)ments video focuses on four categories of retirement defined by the age when retirement begins. 

    5 Places to Raise Cash in an Emergency

    This Retire (Mo)ments video focuses on five places to raise cash in an emergency.

    5 Ways to Own Real Estate in Retirement Accounts

    This Retire (Mo)ments video focuses on five ways to own real estate in retirement accounts.

    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.

    April 2023 Market Update (pdf)

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    March 2023 Market Update (pdf)

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    February 2023 Market Update (pdf)

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    January 2023 Market Update (pdf)

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    December 2022 Market Update (pdf)

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    November 2022 Market Update (pdf)

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    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.

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