{"id":2294,"date":"2024-02-07T08:46:51","date_gmt":"2024-02-07T15:46:51","guid":{"rendered":"https:\/\/financialgravityfamilyofficeservices.com\/pan\/family-office-blog\/"},"modified":"2024-02-07T09:54:19","modified_gmt":"2024-02-07T16:54:19","slug":"family-office-blog","status":"publish","type":"page","link":"https:\/\/financialgravityfamilyofficeservices.com\/pan\/family-office-blog\/","title":{"rendered":"Family Office Blog"},"content":{"rendered":"\t\t
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\n\t\t\t\n\t\t\t\tLiquidity Without Liquidation: A Family Office Approach to Concentrated Wealth\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMarch 26, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Liquidity doesn\u2019t require liquidation. A Financial Gravity Family Office Director helps you access capital, manage taxes, and preserve long-term wealth control.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFrom Compliance to Architecture: Elevating Tax Conversations with Affluent Clients\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMarch 12, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Advisor\u2019s Alpha turns coordination into real wealth. See how a Financial Gravity Family Office Director helps you reduce costs, taxes, and risk with clarity.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tWealth Is a Team Sport: Why Coordination Outperforms DIY\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tFebruary 26, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth is a team sport. See how a Financial Gravity Family Office Director turns fragmented DIY decisions into coordinated, compounding results.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tThe DIY Wealth Trap: The Hidden Costs Investors Never See\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tFebruary 12, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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DIY investing hides tax drag, behavior gaps, and costly missteps. A Financial Gravity Family Office Director brings structure that protects long-term wealth.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tMemes Fade, But Meaning Compounds\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJanuary 29, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Markets move on emotion and memes, but lasting wealth needs an anchor. Learn how Financial Gravity helps investors stay grounded in purpose, outcomes, and legacy.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\t2025: A Mythic and Confusing Year\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Cut through 2025\u2019s market myths. See how a Financial Gravity Family Office Director builds coordinated, fiduciary structures that protect you from noisy performance.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tLongevity Escape Velocity\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Longevity escape velocity is coming. See how a Financial Gravity Family Office Director can redesign your wealth plan so longer lives mean lasting security.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tThe Curious Case of Brian Johnson\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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See how data-driven longevity and Brian Johnson\u2019s Blueprint highlight the need for Financial Gravity to design wealth plans built for longer, healthier lives.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tHow Family Office Thinking Turns Process Into Performance\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Learn how disciplined, family office style planning with a Financial Gravity Family Office Director turns taxes, timing and behavior into a lasting advantage.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tThe Myth of Performance\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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See why chasing market-beating returns fails and how a Financial Gravity Family Office Director helps you keep more, reduce taxes, and invest with confidence.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tThe Hidden Engine of Security and Legacy: Tax Avoidance for Every Investor\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Legally lower tax drag, extend longevity of your wealth, and protect legacy with a Family Office Director at Financial Gravity. Keep more of what you earn.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tWhy the Rich Keep Getting Richer: The Power of After-Tax Compounding\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Keep more of what you earn with after-tax compounding. See how a Family Office Director at Financial Gravity builds tax-smart systems for durable wealth.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tHow to Invest When the Next Big Thing Is Everywhere\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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AI may be the next big thing\u2014but chasing trends isn\u2019t a strategy. Learn how a Financial Gravity Family Office Director helps investors balance innovation, discipline, and lasting wealth.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tThe AI Boom: Lessons From the Dot-Com Bubble\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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The AI boom mirrors the dot-com bubble\u2014filled with promise and peril. Learn how a Financial Gravity Family Office Director helps investors stay diversified, disciplined, and prepared for lasting wealth.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tThe Great Leveling: How Access Has Changed the Game in Investing\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tAugust 28, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Financial Gravity Family Office Directors deliver once-elite wealth strategies to more families, continuing a century of breakthroughs that democratize investing.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tDog Days and Disciplined Decisions\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tAugust 14, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Patience pays. Discover why Financial Gravity Family Office Directors help investors stay disciplined during the Dog Days of markets, protecting long-term goals.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tStaying Calm When the World Isn\u2019t\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJuly 31, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Market volatility is inevitable\u2014but panic isn\u2019t. Learn how long-term discipline and guidance from a Family Office Director can protect your financial future.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tAdvisor\u2019s Alpha: The Quiet Power Behind Smart Wealth Management\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJuly 17, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Discover how Advisor\u2019s Alpha delivers measurable value\u2014through tax strategy, cost control, and integrated planning\u2014guided by your Family Office Director.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tHat Tip to the Greatest #2 Ever\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJune 26, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Charlie Munger\u2019s legacy as a trusted advisor to Warren Buffett offers a timeless lesson in the power of steady guidance. Discover how Financial Gravity\u2019s multi-family office services provide that same clarity, discipline, and long-term thinking for high-net-worth families seeking more than just investment returns.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tWarren Buffett\u2019s Legacy Will Echo In Eternity\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJune 12, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Discover how Financial Gravity\u2019s multi-family office services help families build lasting wealth with the discipline, clarity, and long-term vision inspired by Warren Buffett\u2019s legacy.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tRetirement Income Security\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMay 29, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Discover the top 5 threats to retirement income\u2014and how Time Optimized Planning\u2122 helps retirees adapt, protect wealth, and plan with confidence in uncertain times.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tRetirement Deserves a Strategy, Not a Guess\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMay 15, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Retirement is a major life event\u2014not just a number. Financial Gravity helps you create a personalized, adaptive plan for lifetime income and lifestyle security.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tCome Back, Tax Season\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tApril 29, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tax season is over\u2014but the smartest planning starts now. Learn how Financial Gravity\u2019s family office model creates lasting tax advantages and secures your legacy.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tDefining Real Risk\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tApril 8, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Financial Gravity’s Real Risk Meter helps Family Office Directors define risk with precision\u2014essential for guiding clients through volatile markets.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

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\n\t\t\t\n\t\t\t\tFiscal Fitness\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMarch 27, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Learn how Financial Gravity Family Office Directors achieve tax-efficient financial wellness with strategies that protect, grow, and preserve wealth.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"Senior<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Future of Taxes\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMarch 13, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Discover how AI, digital tools, and tax reforms in 2025 are revolutionizing tax filing, planning, and compliance for individuals and businesses.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"A<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Weighing Machine\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tFebruary 27, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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AI promises innovation, but at what cost? Explore 10 investment risks in AI, from market hype to high costs, regulation, and job disruption.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"An<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Time Machine\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tFebruary 13, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Learn how Roth IRAs can be a powerful tool for tax-free wealth growth and legacy planning, inspired by Peter Thiel\u2019s investment strategies.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"A<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tHow a Roth IRA Could Be the Greatest Investment Ever\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJanuary 30, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Learn how Roth IRAs can be a powerful tool for tax-free wealth growth and legacy planning, inspired by Peter Thiel\u2019s investment strategies.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"Sticky<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe ABCs of Roth IRA Conversions\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJanuary 16, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Discover the benefits and potential pitfalls of Roth IRA conversions. Learn how strategic planning can secure your retirement and create a lasting financial legacy.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"An<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tNaughty or Nice?\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tDecember 26, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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After a bruising election season that most pollsters and pundits got wrong, America is entering an era of political realignment. With a united government, Republicans will have an opportunity to enact sweeping reforms in both domestic and foreign policy. Investors are naturally concerned about what all this may mean for their portfolios and retirement security. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"American<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tTariffs: Boon or Boogieman?\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tDecember 12, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tariffs are controversial. Some Wall Street analysts worry that tariffs could put a brake on global growth and cause inflation. Others believe that tariffs could be a valuable tool for achieving economic and political objectives, which include balancing trade, protecting certain key industries, and national security.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"A<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFive Things Investors Can Be Thankful For\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tNovember 28, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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The market climbs a wall of worry, and there is no reliable way to predict what will happen in the short term or even year-to-year. The sudden shifts and often hysterical narrations of the financial media can make investing a fraught experience. But as we gather today with friends and family to give thanks for life\u2019s blessings, it could be helpful to remember that investors in America have a lot to be grateful for. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"A<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tNine Ways Investors Benefit From Thanksgiving\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tNovember 14, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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According to Statista, Thanksgiving is America\u2019s favorite holiday, narrowly ahead of Christmas and Memorial Day. Americans annually brave the busiest airports and highways of the year to gather together with friends and family, enjoy a feast, and take a moment to appreciate all they have to be grateful for. They may not realize it, but that spirit of Thanksgiving is good for their financial security. In this blog we\u2019ll examine nine ways that gratefulness can make you a better investor.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t
\"A<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tInflation and Stocks\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tOctober 29, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Every once in a while, a new company bursts on the scene and captures the imaginations\u2014and the money\u2014of millions of investors. Typically, that company is in a new category, like electric vehicles or online conferencing. These stocks often experience a rapid and very steep rise in price as investors pile in, and almost always then see a significant drop as the euphoria dissipates. This pattern triggers two very different but problematic behaviors in retail investors: FOMO when they buy and the Disposition Effect when they sell. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t
\"A<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tAmazon vs Peloton\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tOctober 15, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t

Every once in a while, a new company bursts on the scene and captures the imaginations\u2014and the money\u2014of millions of investors. Typically, that company is in a new category, like electric vehicles or online conferencing. These stocks often experience a rapid and very steep rise in price as investors pile in, and almost always then see a significant drop as the euphoria dissipates. This pattern triggers two very different but problematic behaviors in retail investors: FOMO when they buy and the Disposition Effect when they sell. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t
\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Watched Pot Boils\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tSeptember 26, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Fed made news on September 17, announcing a half percent drop in the fed funds rate. Headline after headline proclaimed \u201cthe first rate cut in four years,\u201d but we should remember that rates were at or very near zero until March of 2022, when it appeared that the pandemic-driven inflation had gotten out of hand. Between that March and July of 2023, the Fed raised rates 11 times. This latest rate cut signals that the Fed now perceives a recession to be a bigger threat than rising prices. Investors may wonder what the impact of fed rate changes may have on their portfolio, so with this blog, we seek to provide some historical perspective. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFear or Greed?\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tSeptember 12, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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In the second quarter of this year, Berkshire Hathaway liquidated almost exactly half of its holdings in Apple, Inc., amounting to about 389 million shares. This action followed the sale of about 116 million shares, another 13%, in the first quarter. Apple\u2019s share price began the year at about $185 and ended the second quarter at about $217, so Berkshire was selling into an up market, providing over half a billion shares of liquidity into a stock that traded about 63 million shares per day thus far this year. Warren Buffett has famously said that he\u2019s fearful when others are greedy, but there may have been other reasons behind the decision to reduce exposure to Apple. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tDialectic Youth\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tAugust 29, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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According to Wikipedia, the first recorded instance of “OK boomer” was in a Reddit comment on September 29th, 2009, almost 15 years ago. Younger Americans, like all the generations before them, need to form their own identities, and often, that means an outright rejection of the values and cultural norms of their parents and grandparents. This phenomenon is an example of a dialectical process in which the status quo produces its own contradictions. This natural tension can lead to a higher level of truth as the contradictions resolve themselves into progress. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tSeven Fun Facts About Recessions\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tAugust 15, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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It is said that when America sneezes, the world gets a cold. A good example of that happened on August 5th, when the Japanese benchmark stock index, the Nikkei 225, had its worst day ever following a disappointing U.S. jobs report. August 5th was a pretty rough day in the news overall: Hurricane Debby was about to slam Florida, Google lost its DOJ antitrust suit over search, stocks tumbled worldwide, including a loss of 3% in the S&P 500, and Iran was apparently ready to strike Israel in response to an assassination in Tehran. It was a four-bagger of political, financial, economic, and climatic disasters. Bogieman terms like \u201cBlack Monday\u201d and \u201cBlack Swan\u201d were tossed around. Perhaps worst of all, the dreaded \u201cR word\u201d\u2014recession\u2014 reared its ugly head again. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Real Estate Conundrum\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJuly 30, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Real estate prices operate very differently from stock prices. Stocks have several attributes that real estate does not: fungibility, meaning your share of ABC common stock is identical to mine; liquidity, with trades of listed stocks executed instantly; small capital commitments, relatively speaking; and utility, you can\u2019t live in your stock portfolio. A family\u2019s home is often its largest single asset and is often a key element in financial and retirement planning. So what are we to make of the current residential real estate market, with its confusing and even confounding signals?<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tQue Sera, Sera\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJuly 16, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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In his remarkable book “Extraordinary Popular Delusions and the Madness of Crowds,” Charles Mackay explored the phenomenon of crowd psychology by examining a number of examples of mass hysteria, including the South Sea Bubble, the Mississippi Scheme, and Tulip Mania speculations. Published in 1841, the book remains a must-read for investors because while the mechanisms and liquidity of investing may have undergone spectacular changes, the people doing the investing haven\u2019t really changed at all. What was once called a delusion is now referred to as a bias, or by less fancy street terms, like FOMO. Mackay knew then what we\u2019d be wise to know now: following the crowd can lead to ruin. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tKeeping It Real\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJune 27, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Few things affect economic growth and overall prosperity more than interest rates. Low rates create incentives for risk-taking, while high rates act as a brake on economic growth. Interest rates are the principal tool of the Fed, whose mandate is to promote maximum employment and stable prices. Rates do more than heat up or cool down GDP growth; they can cause bubbles to inflate or burst, threaten the stability of our national financial system, imperil the safety net, reduce the value of the dollar, and lead to social unrest. We thought it would be useful to put today\u2019s interest rate environment in perspective by looking at the history of interest rates since the Kennedy administration.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tDon\u2019t Be a Bird Brain\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJune 12, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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If you grew up in the Western world, you\u2019re probably familiar with the folktale of Henny Penny, which in America we call Chicken Little. Versions of this allegory go back as far as 25 centuries. When a falling acorn hits a chicken on the head, she mistakenly believes the sky is falling and sets off a panic among the other animals, which leads to disaster. As we move into the summer months and as the national election heats up, there will be no shortage of acorns falling\u2014in the form of predictions of doom. The wise investor will recognize falling acorns for what they are, a natural phenomenon that\u2019s just a part of life, and maintain their composure while those around them are losing their heads.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Rosannadanna Rule\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMay 30, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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The wizards of Wall Street and the hedge fund managers in Connecticut have a lot of different algorithms and statistical models to guide their investments, but we recommend received wisdom as a check on their prognostications. There is a lot of sense in common sense.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tDebt and Taxes\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMay 16, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Legislation, like the weather and inflation, is something we react to, not control. When planning for long-term financial security, we can hope for the best and plan for the worst, but it\u2019s not only nearly impossible to predict what Congress will do, it\u2019s pure speculation to predict what the impact of new legislation will be. However, investors should be concerned that the epic and rapidly growing mountain of government debt may become their personal problem before too much longer.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFor Retirees, \u201cBuyer Beware\u201d Remains Sound Advice\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tApril 30, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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The long-awaited \u201cfinal\u201d rule from the Department of Labor will become effective on September 23rd of this year. It will mandate the fiduciary standard for investment advisors who work with ERISA plan participants. Investors should welcome this news but understand its narrow focus and remain vigilant in their dealings with investment product salespeople. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFive Threats to Retirement Security and How to Solve for Them\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tApril 16, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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The dream of retirement is a finish line, a rest from decades of work, and a reward for good behavior\u2014after all, you\u2019ve arranged things so that you won\u2019t need to work again.
\nUnfortunately, for most Americans, retirement is not a finish line\u2014it\u2019s the beginning of a new phase of life filled with threats to their security and without the comfort that comes in the form of a paycheck.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tTaxes Should Be Job #1\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMarch 29, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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For many business owners, taxes can be their largest single expense\u2014larger than qualified plan contributions, larger than their mortgage, and sometimes even larger than the kids\u2019 college education. If taxes take the biggest bite out of your nest egg, your tax strategy should be upstream from your investment policy statement. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tSix Reasons to Put Tax Policy Ahead of Investment Policy\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tMarch 14, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Taxes First, Then Math is the decision-making paradigm of the ultra-wealthy, and for good reason. For several reasons, actually, and this blog will highlight some of them. Let\u2019s begin with the core premise that the richest Americans overwhelmingly employ family offices to handle their financial affairs, and it\u2019s hard to imagine a family office that does not have one or more tax professionals in a key client-facing role.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t
\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tPassive Investing Has Taken the Lead and Appears Unstoppable\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tFebruary 29, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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As we learned in Hemingway\u2019s The Sun Also Rises, life-changing events can happen in two ways: gradually, then suddenly. That is certainly the case for passive versus active investing. Vanguard launched its first version of an S&P 500 index fund in May of 1976, and it took nearly 40 years for index funds to claim a 30% share of the funds marketplace. Last month, passive investing finally claimed a majority of the fund assets under management in America. In the storm of cultural, economic, and geopolitical news, you may have missed the story, but for the investment industry, it\u2019s a very big deal. It\u2019s an even bigger deal for the American family. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFour Questions Your Mutual Fund Salesperson Does Not Want You to Ask\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tFebruary 15, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Whatever your wealth journey has been, whether you\u2019ve enjoyed strong year-over-year compounding or found yourself wondering if your nest egg will ever grow to a comfortable number, your mutual fund salesperson has done just fine, thank you. In this blog, we\u2019ll provide four crucial questions you can ask your rep, but we\u2019ll go one better: we\u2019ll give you the answers you would really want to hear. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFour Ways To Make Transparency Work For You\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJanuary 30, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Organizational research has shown that a culture of transparency in the workplace is worth the investment. Data shows transparency fosters greater job satisfaction, employee retention, and trust, while a lack of transparency can lead to a breakdown in collaboration and disharmony. These same dynamics are in play in the relationship between financial advisors and their clients; trust in your strategy and in the motives of your advisors is downstream from transparency. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFree Advice\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJanuary 16, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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The guidance of professionals isn\u2019t free\u2014and it should not be. Achieving lifetime income security is no mean feat, given that 62% of Americans live paycheck to paycheck. The guidance of seasoned financial planners and tax experts is vital and worth the fees. But there is one quality of advice that should be free, and it may be the most important single success factor for an investor seeking to navigate the noisy and confusing world of financial solutions.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tNew Year\u2019s Resolutions Based On Predictions Doomed To Fail\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tDecember 14, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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This is the third in our end-of-year series on New Year\u2019s resolutions. We encourage you to make and stick with a solid financial plan, but we caution you not to base your investing decisions on things that cannot be predicted or controlled. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tWhen Making New Year\u2019s Resolutions, Be Specific\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tNovember 29, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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The majority of New Year’s resolutions, particularly those regarding fitness and finance, often fail rapidly, a trend reflecting our overestimation of a new year’s transformative power. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"A<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tGrading Your New Year\u2019s Financial Resolutions\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tNovember 14, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Researchers have found that fewer than 10% of Americans who make a New Year\u2019s resolution successfully complete them. About a quarter give up in the first week. This can be a problem if the resolution is about something hugely consequential, like your security in retirement. The problem may not be your resolve; it may be that you\u2019re focused on behaviors that won\u2019t really change things. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"Mutual<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tMutual Funds and Lack of Transparency Makes a Bad Deal Worse\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tOctober 26, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Cheaper, more tax efficient, less risky, more flexible, and more transparent investing vehicles should do for the mutual fund what the light bulb did for the oil lamp. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t
\"Cheaper,<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tAt Almost 100, the Mutual Fund Has Lived Long Enough\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tOctober 12, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Cheaper, more tax efficient, less risky, more flexible, and more transparent investing vehicles should do for the mutual fund what the light bulb did for the oil lamp. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"Some<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tInvestors Should Learn Their ABGs\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tSeptember 26, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Some investors may be familiar with the asset management terms alpha and beta, but few have ever heard of gamma. Yet gamma may be the most important driver of value in the relationship between investor and advisor. Gamma should be the measure by which investors select, hire, and evaluate their advisors.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tTax Optimized Portfolio Management\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tSeptember 14, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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If you want to win Wimbledon, you should figure out what Serena Williams has for breakfast. If you want to maximize your portfolio efficiency, you should learn from family office best practices. In this blog, we\u2019ll focus on a little-known but important discipline known as asset location. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tTax Planning is a Business Decision\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tAugust 15, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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For many business owners, taxes are their largest single expense. Larger than qualified plan contributions, larger than their mortgage, sometimes even larger than the kids\u2019 college education. If taxes take the biggest bite out of your working capital, your tax strategy may be as important as your go-to-market strategy. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Reverse Tax Gap\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tAugust 8, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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According to the IRS, the \u201ctax gap is the difference between the estimated ‘true’ tax liability for a given period and the amount of tax that is paid on time.\u201d The amount collected by the IRS includes billions of dollars in taxes that were overpaid due to mistakes and misunderstandings of the tax laws. As tax professionals, we are concerned about both of these gaps. <\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tCertainty vs. Control: A Crucial Distinction\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJuly 27, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Risk and return are two sides of the same coin. There simply is no prospect of meaningful, real return without exposure to some risk. Experienced investors understand this, and accept the reality that successful investing will require both patience and discipline. Although there is no way to predict or control the ups and downs of markets, there are four controllables that can have a profound impact on real returns.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tA Stoic\u2019s Guide to Investing\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\tJuly 12, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
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Stoicism, the ancient Hellenistic philosophy, is making a comeback these days. Warren Buffett, Jeff Bezos, and Mark Zuckerberg are among a large and growing number of super-wealthy people who have embraced the tenets of Stoicism. If you\u2019re concerned about your investment portfolio, it might be a good idea for you to look into it as well.<\/p>\n\t\t<\/div>\n\t\t\t\t\t

\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-2294","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nFamily Office Blog - Sabina Pan \u2014 Family Office Director<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/financialgravityfamilyofficeservices.com\/pan\/family-office-blog\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Family Office Blog - 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