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The great undoingÂ
A new era of mercantilism is emerging—trade wars, government control, and shifting markets. How should investors adapt?


How to give away your money
Maximize your impact: Donate wisely with tax-savvy strategies like DAFs, QCDs, charitable trusts, and foundations.


Good News as The Social Security Fairness Act passes in Congress eliminating the WEP and GPO
Social Security Fairness Act increases pension benefits for expats and government workers


Stocks are hot for illiberal democracy
Stocks may thrive under deregulation but at a cost. Investors should brace for risks to Social Security, rising tariffs, and a lower dollar


Book Report: Key Takeaways from 'The Algebra of Wealth'
Th e Algebra of Wealth by Scott Galloway is an excellent and straightforward read on personal finance, perfect for those just starting...


Market Update: Stocks Rotate into Bonds Ahead of the Fed's Rate Cut
With the recent news of lower-than-expected new employment in the US, the Federal Reserve is widely anticipated to cut rates in...


Taking your next step buying art as an investment
In light of recent stock market volatility over the last few years, investors are wondering if there’s anything else they should be doing...


Tax changes are headed our way and here's what you can do to prepare
President Joe Biden during his State of Union address insisted that taxes will be raised for only those earning $400k or higher. This...


A Blockbuster Start to 2024 for the U.S. Economy
The U.S. economy has experienced a sensational beginning to the year, signifying a robust period of economic health that has surprised...


Gratitude and ideas for the new year
It's been a roller coaster of a year. 2023 was highlighted by an emerging Middle East war and the continuation of the Ukraine-Russia war....
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