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Tax Guides
Investment Strategies
Wealth Planning
Financial Products
Marcos Vinicius
Marcos Vinicius
Posts by Marcos Vinicius
Use succession plans to keep your business legacy alive
06/13/2025
Get travel insurance before your next international trip
06/07/2025
Invest with purpose — each asset should serve a goal
05/23/2025
Use life insurance as a strategic wealth tool
05/23/2025
Balance liquidity with long-term appreciation
05/18/2025
Build buffers for generational transitions
05/16/2025
Know the difference between itemized and standard deduction
05/03/2025
Use sector rotation to follow macroeconomic cycles
05/02/2025
Use loss harvesting to offset gains and reduce tax liability
04/28/2025
Plan wealth distribution with fairness and clarity
04/27/2025
Use cash management accounts for a hybrid approach to savings
04/26/2025
Understand how capital gains are taxed short vs. long term
04/24/2025
Choose an allocation based on your time horizon
04/19/2025
Use a CPA if your finances include business or investments
04/11/2025
Create a core-satellite structure to blend stability with growth
03/27/2025
Use index funds to simplify diversified investing
03/10/2025
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