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4Q24 Market Insights | Beyond the Numbers

4Q24 Market Insights | Beyond the Numbers

What's Beyond Wealth for You?

What's Beyond Wealth for You?

3Q24 Market Insights | Beyond the Numbers

3Q24 Market Insights | Beyond the Numbers

The True Meaning of Legacy

The True Meaning of Legacy

Markets Finish Strong in 2023. Now What?

Markets Finish Strong in 2023. Now What?

5 Simple Tips for a Stress-Free Thanksgiving

5 Simple Tips for a Stress-Free Thanksgiving

The Age of AI: Ready or not, here we go!

The Age of AI: Ready or not, here we go!

SECURE Act 2.0

SECURE Act 2.0

Charting New Waters: 2023's Investment Landscape

Charting New Waters: 2023's Investment Landscape

3 Considerations for a Meaningful Giving Strategy

3 Considerations for a Meaningful Giving Strategy

Do You Feel Called to Philanthropy?

Do You Feel Called to Philanthropy?

How to Manage a Large Inheritance: 7 Considerations

How to Manage a Large Inheritance: 7 Considerations

Reflecting on 2021 as Markets Stumble in 2022

Reflecting on 2021 as Markets Stumble in 2022

Is Your Ladder on the Right Wall?

Is Your Ladder on the Right Wall?

6 Ideas for Charitable Giving in 2021

6 Ideas for Charitable Giving in 2021

Is your estate plan in good order? Consider these 6 things.

Is your estate plan in good order? Consider these 6 things.

7 Ways to Help Protect Your Data and Financial Assets

7 Ways to Help Protect Your Data and Financial Assets

The Second Most Important Thing You Can Teach Your Children or Grandchildren

The Second Most Important Thing You Can Teach Your Children or Grandchildren

The Less-Traveled Road to Financial Freedom

The Less-Traveled Road to Financial Freedom

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Roswell, GA 30076

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Copyright © 2024, Journey Beyond Wealth is a Registered Investment Advisor. All rights reserved.

Journey Beyond Wealth (“JBW”) is an Investment Advisor registered with the SEC. All views, expressions, and opinions included in this communication are subject to change. Registration of an investment advisor does not imply a certain level of skill or training. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.

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