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Media & Materials for Clients

Please click on the links below to view videos:

Gifting Strategies  Thumbnail

Gifting Strategies

Thinking about an end of year gift? Perhaps you have a new year resolution to be a smarter estate planner? Learn more and understand how you can move money in a tax efficient and legal manner.

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Between Two Fiduciaries - S&P 500 Thumbnail

Between Two Fiduciaries - S&P 500

In this segment of Between Two Fiduciaries, Jeremy and Jimmy explore the S&P 500. Be sure to see the table at the end showing performance of the S&P 500 following 25%+ downturns.

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