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Lifestyle Freedom
Wealth Management
Business
Tax Planning
Family Office
Careers
Contact Us
Wealth Management
Business
Tax Planning
Family Office
Careers
Contact Us

 Monthly Commentary

The Ride Continues
David Fink, CFA® 10/9/20 David Fink, CFA® 10/9/20

The Ride Continues

October 2020

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What if [blank] wins?
David Fink, CFA® 9/1/20 David Fink, CFA® 9/1/20

What if [blank] wins?

September 2020

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1031 Exchanges – Enhancing Return by Deferring or Eliminating Taxes
David Fink, CFA® 8/3/20 David Fink, CFA® 8/3/20

1031 Exchanges – Enhancing Return by Deferring or Eliminating Taxes

August 2020

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