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Fortis Financial Group
Fortis Financial Group
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Start A Conversation
Services
Total Wealth Solution
Financial Planning
Retirement Planning
Unique Investments
About
Our Team
The Fortis Approach
Blog
Media
Contact
Client Portal
Start A Conversation
|
Category
Blog
Blog
,
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
By
dev_team
Blog
,
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
By
dev_team
Blog
,
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
By
dev_team
Blog
,
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...
August 5, 2024
By
dev_team
Blog
,
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
By
dev_team
Blog
,
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...
July 5, 2023
By
dev_team
Blog
,
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...
June 21, 2023
By
dev_team
Blog
,
Are You Ready Financially For Homeownership?
For some just buying a home is a lot, but you should watch out for these other costs associated with buying a...
June 12, 2023
By
dev_team
Blog
,
What does it mean when the yield curve is inverted?
One of the most critical indicators that analysts and investors rely on is the yield curve. The yield curve...
May 10, 2023
By
dev_team
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Services
Total Wealth Solution
Financial Planning
Retirement Planning
Unique Investments
About
Our Team
The Fortis Approach
Blog
Media
Contact
Client Portal
3600 136th Pl SE, Suite 270
Bellevue, WA 98006
(425) 453-5010
info@fortiscapitalmgmt.com
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