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Estate Planning – What to Expect in 2022

Estate Planning – What to Expect in 2022

 Click on the image above to view this video. In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the...

Stock Market Update 8/4/2021

Stock Market Update 8/4/2021

 Click on the video above to watch August's Market Update. Stock Market Update 8/4/2021 In this informative yet brief market update, Steve Wolff discusses amazing stock earnings, the Delta Variant and mortgage rates. Transcript below: This is Steve Wolff, and we're...

Click on the image above to watch this video. Market Outlook & Tax Planning Strategies For 2021 This is the replay of our live virtual client appreciation event hosted on February 17, 2021. Managing Partner Steve Wolff discusses the market outlook for 2021. Guest...

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