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Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

Retirement

  • Save Now or Save Later?

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Tax Planning

Investing

  • What Is Diversification?

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • What Is an Annuity?

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • What Are the Different Classes of Assets?

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

  • What Is Dollar-Cost Averaging?

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

Cash Management

Risk Management

 

Securities, investment advisory, and financial planning services offered by qualified Registered Representatives through MML Investors Services, Inc., Member SIPC (www.sipc.org). The Voss Group and Novity Wealth Solutions are not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200 CRN202203-259518

We have individuals licensed to sell securities and insurance products in AZ, CA, CT, DE, FL, GA, IA, MA, MD, NC, NJ, NY, OH, OK, PA, SC, VT, WA. Elwyn Voss CA Insurance License #: 0F63769. Nathan Way CA Insurance License # 0H22337. Both domicile in NY. 

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