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    3121 Quail Springs Parkway Suite 110 Oklahoma City, OK 73134 T: 405.546.4000 F: 833.908.2527
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Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Fixed Income In Focus: 2025 Mid-Year Recap
7/7/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
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Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
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July 2025 Investment Strategy Quarterly
7/1/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing

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Excelsior Wealth Management LogoExcelsior Wealth Management Logo
  • Excelsior Wealth Management
  • 3121 Quail Springs Parkway Suite 110 Oklahoma City, OK 73134
  • T: 405.546.4000
  • F: 833.908.2527
  • Map & Directions
  • Map & Directions

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