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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

VIDEO: Understanding Basis Thumbnail

VIDEO: Understanding Basis

Are you confused about the term “basis” and how it impacts your taxes and investments? Don’t worry! In this video, we’ll break down the concept of basis, explain why it’s so important for your financial future, and show you how to track it properly. Whether you’re dealing with stocks, real estate, or inherited assets, knowing your basis can help you avoid paying more in taxes than you need to.

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VIDEO: Understanding Custodial Accounts Thumbnail

VIDEO: Understanding Custodial Accounts

In this video, we break down everything you need to know about the Uniform Gift to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts. Learn how you can use these custodial accounts to build a financial foundation for your children. We'll cover:

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Investing Outside of Retirement Accounts Thumbnail

Investing Outside of Retirement Accounts

Contributing to your employer-sponsored retirement plan is now a no-brainer. You’ve gotten settled with contributing and you are contributing enough to get your employer match. You feel like you should be doing more, but what does that look like? This is a common question we get, especially from young nurses. There is an urge to feel like you should be doing something else instead of just contributing to your 401(k).

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