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Latest Post:
Cutting Your Tax Bill With Direct Indexing!
Most investors are familiar with mutual funds or exchange-traded funds (ETFs) that allow individuals to invest in a group of stocks which often track a specific index, such as the S&P 500 index, without having to purchase each stock individually. These funds allow...
Year In Review and Looking Ahead to 2025!
2024 Year in Review: The past year brought the steady supply of news and uncertainty that is expected from an election year and widely divided electorate. While elections are always front and center, 2024 seemed to provide even more than the typical storylines with...
Year In Review and Looking Ahead to 2025!
2024 Year in Review: The past year brought the steady supply of news and uncertainty that is expected from an election year and widely divided electorate. While elections are always front and center, 2024 seemed to provide even more than the typical storylines with...
The Corporate Transparency Act for Small Business Owners
The Corporate Transparency Act (CTA), passed on a bipartisan basis in 2021, introduces new federal reporting requirements aimed at improving corporate transparency and combating illegal financial activities such as money laundering, tax evasion, and fraud. To increase...
Guiding Your Children To Financial Success
There are many different paths that lead to financial freedom and independence, but as we laid out in our blog post on The Misperception of Wealth, the majority of individuals who have accumulated wealth have taken a very similar approach which entails beginning to...
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