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Donor Advised Funds – Create Your Own Foundation with Zero Cost

Donor-Advised Funds (DAFs) offer a tax-efficient, flexible way to manage charitable giving. By donating...

October 2, 2024

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Direct Indexing: A Strategic Approach to Tax Loss Harvesting Throughout the Year

Discover the power of direct indexing, a cutting-edge investment strategy that offers personalized portfolios...

September 23, 2024

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A Guide to Higher Yields on Your Fixed Income Portfolio

In a world of rising inflation and market volatility, private credit offers customized, high-return...

September 5, 2024

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Maximizing Wealth Transfer: The Annual Gift Tax Exemption

Estate planning for the ultra-wealthy requires a strategic approach, leveraging every available opportunity...

August 30, 2024

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Diversifying Concentrated Stock Positions Without Paying Taxes

For high net worth investors, holding a concentrated stock position can be both a blessing and a curse. While...

August 15, 2024

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Why the Ultra-Wealthy Need to Think About Financial Security Differently

For the ultra-wealthy, financial security involves more than just accumulating wealth. It requires navigating...

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What is the Mega Backdoor Roth?

Unlock the power of tax-free growth with the Mega Backdoor Roth IRA. For high-income earners and executives...

November 6, 2024

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How to Navigate the Five Year Holding Period For Roth IRAs

Roth IRAs can be a great way to save for retirement if you are qualified to contribute. You contribute...

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Upcoming Changes to Student Loan Repayment and the Future of Student Loan Forgiveness

The passing of a new debt ceiling marks the end of the pandemic era student loan relief. Student Loan...

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