An Introduction to Our Team

Click the links below to download, read, and share our introductory material.

Welcome Guide Welcome Guide
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Second-Opinion Service Flyer Second-Opinion Service Flyer
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6 Principles 6 Principles
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AP Core Services AP Core Services
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Wealth Management Consultative Process Wealth Management Consultative Process
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Our Latest Releases

Now you can help the people you love achieve financial confidence without compromising the religious and moral principles you hold dear.

PRE-ORDER
GENERATIONS OF WEALTH
PRE-ORDER
THE FINANCIAL FOUR

Charts and Graphs from Mark Aho’s Books

Current Portfolio Allocation Current Portfolio Allocation
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Two Investments Compared: Bond Two Investments Compared: Bond
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Two Investments Compared: Growing Dividend Stock Portfolio (GDSP) Two Investments Compared: Growing Dividend Stock Portfolio (GDSP)
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Which Road is the Road to Greed? Which Road is the Road to Greed?
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Ibbotson® SBBI® 1926–2019 Ibbotson® SBBI® 1926–2019
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Financial Goal Plan Financial Goal Plan
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Diversification and the Average Investor Diversification and the Average Investor
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Our Quarterly Newsletter

Each quarter, we post the Mark Aho Financial Group newsletter here for download. We always include succinct market commentaries and insights on financial topics, as well as recipes and other fun contributions from our team.

4th Quarter 2023 4th Quarter 2023
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3rd Quarter 2023 3rd Quarter 2023
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2nd Quarter 2023 2nd Quarter 2023
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2nd Quarter 2023 1st Quarter 2023
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