Are the Magnificent 7 Still Magnificent?
Are the Magnificent 7 Still Magnificent?
Extraordinary performance is a challenge to prudent diversification
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Year-End Tax Planning for High Earners 2025: Gift Exclusions, QCDs & Strategies to Help Reduce Taxes Before December 31
The decisions you make before December 31 could impact your after-tax results for years to come.
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Year-End Tax Planning for High Earners 2025: Gift Exclusions, QCDs & Strategies to Help Reduce Taxes Before December 31
The decisions you make before December 31 could impact your after-tax results for years to come.
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QSBS Tax Strategy: How You Could Potentially Reduce or Eliminate Taxes on Startup Equity
QSBS Tax Strategy: How You Could Potentially Reduce or Eliminate Taxes on Startup Equity
What many startup employees don’t know about QSBS could cost them millions in unnecessary taxes.
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Strategy
Give Smarter in 2025: How Donor-Advised Funds Can Optimize Your After-Tax Wealth
Give Smarter in 2025: How Donor-Advised Funds Can Optimize Your After-Tax Wealth
Many high-net-worth investors underestimate how much a DAF can save, both in taxes and in long-term charitable potential.
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QSBS: Pay No Taxes When You Sell Company Stock
QSBS: Pay No Taxes When You Sell Company Stock
The rules for Qualified Small Business Stock tax benefits
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Backdoor Roth IRA Explained
Backdoor Roth IRA Explained
How High-Income Earners Can Access Tax-Advantaged Retirement Savings
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Strategy
Navigating the Trade War Turbulence
Navigating the Trade War Turbulence
Three Actionable Steps for Investors
Articles
Exit Strategy Planning for Business Owners
Exit Strategy Planning for Business Owners
How to Preserve Value and Plan for Your Financial Future
Articles
Strategy
Restricted Stock Units (RSUs) Explained
Restricted Stock Units (RSUs) Explained
Strategies to Optimize Value and Navigate Taxes
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