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Girard Partners is dedicated to educating you about investment and financial issues. Please bookmark this page and check back for regular updates.
First Quarter Review
Click below to listen to our recap of the 1st quarter, expectations for the remainder of 2010, and investing in foreign bonds.
Important Tax Changes
Girard Partners recently held a conference call to help you understand important tax changes and Roth IRA conversions
Should you convert to a Roth IRA?
Roth IRA Conversion Questionnaire [PDF]
Financial Update
Tips For Avoiding Fraud - April 2009 [PDF]
Investment Insights Newsletter
Investment Insights is published quarterly by Girard Partners.
Second Quarter - 2010 - Second Quarter Insights [PDF]
First Quarter - 2010 - First Quarter Insights [PDF]
Fourth Quarter - 2009 - Fourth Quarter Insights [PDF]
Third Quarter - 2009 - Third Quarter Insights [PDF]
Articles
FAQ's
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