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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Ingenium Financial | Sep 5, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Ingenium Financial | Sep 1, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Hand holding a large bundle of balloons
Ingenium Financial | Aug 30, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Hand holding a page with several charts on it
Ingenium Financial | Aug 10, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Securities and investment advisory services offered through The Leaders Group, Inc. securities dealer, member FINRA/SIPC. TLG Advisors, Inc. Registered Investment Advisor

475 Springfield Ave., Suite 1  Summit NJ  07901  (303) 787-9080.

Ingenium Financial, LLC is not affiliated with The Leaders Group, Inc.

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