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Wealth Management

How to Build a Balanced Portfolio

As an investor, it’s important to understand the asset allocation that works best for your personal investment goals and risk tolerance. Building a portfolio is a systematic method to keep your financial strategies aligned.  

Financial Mistakes You Need to Avoid

Achieving financial freedom is a primary life goal for most people. Unfortunately, many commit mistakes that can lead to the opposite—economic hardships, debts and other financial difficulties.

Cash Balance Plans: What You Need To Know About Them

Many companies offer cash balance plans to employees as part of their benefits package. They are a type of pension plan where the employer credits a set percentage of a qualified employee’s annual compensation plus interest charges. AOG Wealth Management, an experienced provider of wealth management solutions in the area, discusses this further.

7th Annual March Madness Open House – March 22nd

On Friday, March 22nd, AOG will be hosting our 7th Annual March Madness Open House at our offices located in Great Falls. Come by our office anytime between 3:00 p.m. – 7:00 p.m. for food, friends, and to cheer on your favorite teams! Details and RSVP information is found below.