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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

The Quilt Chart: What 16 Years of Market Data Reveal About Smarter Investing
Financial Planning, Psychology of Money, Investments, The Boring Investment Strategy

The Quilt Chart: What 16 Years of Market Data Reveal About Smarter Investing

When most investors look at the markets, they see a scoreboard. Green means “go,” red means “stop,” and last year’s winners feel like safe bets for next year.

But the data tell a different...

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Treasury ETF tax reporting infographic for state tax savings
Taxes, Investments, Altruist, Schwab, ETF Taxes

The Hidden Tax Trap in Treasury ETFs (And How to Avoid It)

Why your “safe” ETF might be costing you more in state taxes than you think

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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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