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Insights

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

Capital Gains Tax Brackets 2025: How to Qualify for the 0% Rate
August 28, 2025

Capital Gains Tax Brackets 2025: How to Qualify for the 0% Rate

When it comes to investing, few areas are as misunderstood or as full of opportunity as the way the IRS taxes long-term capital gains and dividends. You may know that the government gives these...

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Colorful quilt-style chart illustrating asset class returns from 2009 to 2024, highlighting the rotation of winners and losers and the benefits of diversification.
August 19, 2025

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...

Digital illustration showing portfolio allocation charts, tax-efficient accounts, and a rebalancing process.
July 22, 2025

Routine Rebalancing: The Boring Strategy That Quietly Builds Wealth

Same investments. Smarter discipline. Better outcomes.

Welcome back to The Boring Investments...

Digital illustration showing tax-optimized portfolio strategy and asset allocation performance
July 21, 2025

Asset Placement: The Overlooked Strategy That Quietly Boosts After-Tax Returns

Same investments. Different accounts. Drastically different tax bills.

Welcome to the Hidden...

Digital illustration showing tax documents and portfolio performance related to tax-loss harvesting and long-term investing.
July 18, 2025

Tax-Loss Harvesting: The Boring Strategy That Quietly Beats the Market

Lost money in the market? Good.

That might sound strange coming from a financial planner—but...

Digital illustration of portfolio performance, tax efficiency, and asset allocation strategies used by VIP Wealth Advisors.
July 16, 2025

The VIP Wealth Investment Framework: Tax-Efficient, Rational, Results-Driven

VIP Wealth Advisors: Investment Strategy for High-Earning Professionals, Founders & Families

Financial Planning Association
XY Planning Network
NAPFA National Association of Personal Financial Advisors
Fee Only Network Member
VIP Wealth Advisors

White glove financial planning and tax filing services operating out of Decatur, GA.
Proudly serving clients across Atlanta including Buckhead, Morningside, and Decatur — and virtually across the U.S.

Financial Planning Designations

VIP Wealth Advisors, LLC is a Registered Investment Advisor based in Atlanta, Georgia. Registration with the U.S. Securities and Exchange Commission (SEC) does not imply any level of skill or training. This website is intended for informational purposes only and does not constitute a solicitation to provide advisory services in any jurisdiction where such services would be unlawful. Personalized investment advice will only be provided after all required registrations, filings, or exemptions are met in a client's state of residence.

Mentions of recognition, credentials, or third-party acknowledgments are not guarantees of future performance and do not reflect any specific client experience. No client should interpret such content as an assurance of specific outcomes.

The information presented here is believed to be accurate but is not guaranteed. All content is general in nature and should not be considered legal, tax, or investment advice. Always consult a qualified advisor, tax professional, or attorney before making financial decisions.

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