Chief Strategy Officer
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Blogs
Tax Planning vs. Tax Preparation: They're Not the Same Thing
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...
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What 2025 Taught Us About Staying the Course
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that...
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One Economy, Two Realities: Understanding Today's Economic Divide
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of...
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