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Insights

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

Tax-Loss Harvesting: The Boring Strategy That Quietly Beats the Market
Taxes, Financial Planning, Investments, The Boring Investment Strategy

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 if you're playing the long game and using the right strategies, losses aren't just setbacks. They're...

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Digital illustration showing tax documents and portfolio performance related to tax-loss harvesting and long-term investing.
Taxes, Financial Planning, Investments, The Boring Investment Strategy

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.
Taxes, Financial Planning, Investments, The Boring Investment Strategy

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

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

Proud Member of the Financial Planning Association® (FPA®)
Proud Member of the XY Planning Network
NAPFA
Proud Member of the Fee-Only Network
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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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