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Long-Short Equity Strategies: Traditional vs. Tax-Aware TALS™
What Are Tax-Deductible Investments? TALS™ vs. Traditional Options
How TALS™ Differs From Traditional Long Short Equity Funds
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How Long Will Your Money Last? The Real Math Behind Retirement Success
How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent
Gift Smarter: Tax-Wise Giving to Family and Charity
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Archives: Podcasts
Warren Buffett’s Final Chapter: Purposeful Wealth and Practical Planning
May 29, 2025
One Year from Retirement: A Critical Window for Planning and Perspective
May 14, 2025
Should You Roth? Making the Right Call at the Right Time
April 24, 2025
Tariffs, Turbulence, and How To Stay On Track
April 10, 2025
Don’t Panic: Navigating Market Downturns and Boosting After-Tax Returns
March 27, 2025
The Next Big Tax Shake-Up: How a New Tax Bill Could Impact You
March 13, 2025
The Advisor Premium: More Than Just Investment Management
March 1, 2025
Home Sweet Retirement: A Guide to Your Perfect Retirement State
February 13, 2025
Money, Memory, and Longevity: Navigating Retirement Challenges
January 23, 2025
Big Changes to Social Security
January 9, 2025
The Case for Patience: Why Waiting for Social Security Pays Off
December 19, 2024
Part 3: The Long and Short on Tax-Aware, Long-Short (TALS™) Investing
December 5, 2024
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