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Is the Stock Market like a Vegas Casino?

"You might as well go gamble in Vegas..." says someone referring to the stock market. I hear people...

How to avoid DEATH TAXES - Understanding a SLAT

I "might" not be able to help you avoid death... but I might be able to help you avoid death taxes.

5 Rules with a POTENTIAL RECESSION on the Horizon

A plethora of negative financial news continues to dominate headlines. In moments like these it's...

Top 5 Tax Savings Tips EVERYONE Should Know About

Don't miss out on some tremendously transformative tax tips. We call that an alliteration!

I dislike Quarterly Statements and You should too!

The majority of you probably look at your investments once a quarter, when the quarterly statements...

Finding Peace facing an UNCERTAIN FUTURE

From December 2019 to November of 2022, a lot happened. Here’s a reminder of a few of them: 1. A...

Does High Inflation mean DOOM for your investment portfolio?

Inflation is UP and stock market returns are DOWN... is this a sign of worse things to come? Have...

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