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Congratulations to Pascale!

Culture and Values | Planning

Tschetter Group is proud to announce that our Associate Financial Planner, Pascale Dumesnil has passed the CFP® examination and will soon be applying for her CFP® certificate. The CERTIFIED FINANCIAL PLANNER™ certification is largely considered the highest standard in financial planning. It is a rigorous process that requires each advisor candidate to satisfy educational and…

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Heroes in Life to the Full

Culture and Values | Market Content | Optimism

These last two years have been a lot to navigate and it’s made one thing we’ve long known crystal clear: we are not the heroes of the Tschetter Group story.   There are many hero stories we could tell from nearly fifty years in this business. And it’s true, many heroes are unsung. In time, and of…

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Welcome Alden

Culture and Values | Optimism

You may have heard a new voice answering your calls over the past few weeks. We recently added a new teammate to your Tschetter Group roster. Please join me in welcoming Alden Gwinn as our Client Service Associate. Alden brings joy and excitement in working with people with careful attention to detail and a heart to serve…

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Market Turbulence

Market Content | Optimism

Even if well telegraphed by regular news coverage, yesterday’s invasion of Ukraine by Russia has introduced new uncertainty into the market environment, causing some near-term turbulence. We thought it worth sending a quick note.   While it would be nice to avoid them altogether, first we’ll just offer the reminder that periods of market pain and…

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Curiosity Saved The Cat

Market Content | Optimism

  “The important thing is not to stop questioning. Curiosity has its own reason for existence.” Albert Einstein   Well, this past year may have been a step up from 2020, but we’re not quite out of the soup yet.  It’s more than reasonable that folks are feeling a little worn out by the constant…

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Net Unrealized Appreciation (NUA)


For those of you that have accumulated employer stock within your employer-sponsored retirement plan, you have a few different options when you’re eligible to take a distribution from your plan. Often times when employees leave a company, the best course of action is to roll your company retirement plan into an IRA to continue to…

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