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Dependable Midwestern Financial Advisors

Putting Investors First

CFA Institute

Midwestern Financial Group is joining the CFA Institute to celebrate Putting Investors First Month. May 2015 marks the second year the CFA Institute has pushed investor rights advance the investment profession.

We’ve endorsed the Statement of Investor Rights #InvestorRights, will you?

 

Featured Blog Posts

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IPERS or TIAA: A Guide for New University of Iowa Employees

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Changes to Retirement Planning: Is your financial plan current after SECURE 2.0?

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5 Common Investment Questions For $500k+ Households

OCTOBER 18, 2021