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Insights

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

The Human Wealth Manifesto
June 4, 2026

The Human Wealth Manifesto

Artificial intelligence is transforming nearly every aspect of modern life. As information becomes more accessible and technology becomes more capable, many assume human expertise will become...

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modern investor’s desk with an open pitch deck presentation, subtle charts, startup growth graphics, and selective highlighted risk notes such as fees, illiquidity, and net returns.
June 2, 2026

The Venture Capital Pitch Deck Playbook

Venture capital pitch decks can be persuasive, but investors should evaluate net returns, fees,...

Illustration of a South Dakota trust structure used for carried interest planning by tech executives and investment professionals.
January 16, 2026

South Dakota Trusts for Carried Interest Planning Explained

South Dakota trusts are commonly used by carried interest holders to reduce state taxes, manage...

Illustration of private equity fund structure showing realized and unrealized carried interest.
December 2, 2025

Carried Interest Explained: How Private Equity Carry Really Works

Illustration of startup funding contracts, equity agreements, and SAFE document highlights in a clean financial-themed design
July 29, 2025

How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind

Startups are a high-risk, high-reward arena. As a seasoned financial advisor with decades of...

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VIP Wealth Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment adviser providing fiduciary, fee-only financial planning and investment management to high-net-worth individuals and families nationwide. Information on this site is for educational purposes only and should not be construed as investment, tax, or legal advice. Past performance is not indicative of future results.

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