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Access worksheets, reference materials, FAQ's and more by  hovering on the menu titles below:
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  • Volatility Resources
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Embracing Volatility:

A Path to Portfolio

 Resilience & Rational Investing

Don't Panic - Volatility Guide

One Big Beautiful Bill - Guide for Investors

Family Financial Workbook

Click the images below to access market updates.

Weekly Market Recap

Morningstar Market Indexes

Securities offered through LPL Financial, member FINRA/SIPC.  Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser.  Prentice Wealth Management and LPL Financial are separate entities.

Prentice Wealth Management, LLC BBB Business Review

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”.) PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

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