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4 Financial Scams to Watch out for
Billions of dollars are stolen every year from sophisticated scams - with some even using AI. In this video, we’ll break down 4 financial sc
John Gragg
May 31, 20241 min read


What are Capital Gains and How to Use them to Lower Taxes
What are capital gains, and how do millionaires take advantage of them to save on taxes? In this video, we’ll break down exactly what you...
John Gragg
May 20, 20241 min read


May Edition
We recap the stocks markets and discuss some of the headlines we are watching closely. The monthly financial topic is Capital Gains
John Gragg
May 1, 20241 min read


Weekly Market Insights: Debt Deal Relieves Market Worries
The weight of uncertainty over negotiations to raise the federal debt ceiling was lifted last week by the news of an agreement between Presi
John Gragg
Jun 6, 20236 min read


Where to Stash your Cash
If you're looking for a place to stash your cash, high yield savings accounts and money market mutual funds are two popular options. Both of
John Gragg
Apr 25, 20232 min read


Roth Conversion - Pros & Cons
Discover the pros and cons of a Roth conversion and whether it's right for you. Learn about tax-free growth, required minimum distributions,
John Gragg
Apr 4, 20233 min read
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