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We’re an investment firm with an obsession for doing good.

Many financial firms treat you and your investments like products only to serve themselves. This needs to change. We’re disrupting the status quo by providing investors with smart portfolios that eliminate waste and keep costs low so we can pass those savings on to you.

In 2020, FormulaFolios made the Inc 5000 list of the fastest-growing private companies in America for the sixth consecutive year.

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Wrapping Up October

Stocks declined this week as COVID-19 infections continue to increase globally. Economic data mostly improved this week, with PMI, unemployment claims, and housing data beating expectations. Unemployment claims have been choppy but moving downwards, likely indicating slowly recovering labor markets. Recently, unemployment declines have slowed, prompting questions as to whether...

October 26, 2020 Joshua Grow, MBA

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