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Join date: Jan 23, 2021
Posts (32)
Dec 10, 2024 ∙ 3 min
Navigating the Post-Election Economic Landscape: Key Insights for Retirees and Business Owners
The 2024 presidential election marked a turning point in U.S. politics and policy. With Donald Trump projected as the next President and...
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Nov 7, 2024 ∙ 3 min
Navigating the Impending Estate Tax “Sunset” and What It Means for Wealthy Families
The approaching expiration, or “sunset,” of the Tax Cuts and Jobs Act (TCJA) has captured the attention of many high-net-worth...
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Oct 22, 2024 ∙ 5 min
Insurance as an Asset Class: A Strategic Tool for Wealth Management
When people think of financial assets, they often picture stocks, bonds, real estate, or perhaps more alternative investments like...
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