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  • Insights

Insights from the Team: Our 2025 Market Recap

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  • Strategic Tax Planning, Taxes

Average vs. Marginal Tax Rates: What You Need to Know

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  • Strategic Tax Planning, Taxes

How the Arizona Charitable Tax Credit Works (and How Much You Can Donate)

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How to Prepare Your Portfolio: Tax Advice for Scottsdale Investors

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7 Charitable Giving Strategies That Also Save on Taxes

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2025 Year-End Tax Tips for HNW Individuals

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How to Design a Values-Based Family Charter

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What Is a Family Trust and Do You Need One?

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Advice on Starting a Conversation About Generational Wealth

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How a Local Scottsdale Investment Firm Can Help Your Strategy

Man meeting with his financial planner after a divorce.

Steps You Should Take When Financial Planning After Divorce

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Insights from the Team: Our 2025 Q3 Investment Review

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