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Resources

Media & Materials for Clients


Please click on the links below to view videos:

Money Psychology Thumbnail

Money Psychology

Can you turn 30 cents into hundreds of thousands of dollars? It's not a trick question, it's a behavioral question. Learn how it works in this entertaining video Between Two Fiduciaries!

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2023 Returns Thumbnail

2023 Returns

With 2023 data in hand, we look at two critical charts revealing how portfolios performed and what sectors provided the greatest returns.

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Inflation Helps Taxes?  Yes... Thumbnail

Inflation Helps Taxes? Yes...

It feels like forever that we have been dealing with an inflation problem. But, inflation does actually have an upside for taxes. Like March Madness, just not as fun, it's all about the brackets. Watch Two Fiduciaries get into some tax bracketology...

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