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Market News
Investment Strategies
Tax Planning
Risk Management
Felipe Moraes
Felipe Moraes
Posts by Felipe Moraes
Gold edges up as geopolitical tensions rise
06/11/2025
Tailor your strategy to your time horizon, not trends
06/08/2025
Understand the gift tax limits before transferring wealth
06/05/2025
Balance short-term volatility with long-term objectives
06/04/2025
Leverage 529 plans for future education funding
06/03/2025
Real estate stocks drop as mortgage rates spike
06/03/2025
Explore tax-loss harvesting to offset capital gains
06/01/2025
Banking sector sees mixed reactions after earnings reports
05/26/2025
Avoid surprise taxes from mutual fund distributions
05/21/2025
Rebalance quarterly to stay in line with your risk profile
05/17/2025
Crypto market bounces back after regulatory updates
05/13/2025
Bond markets show signs of renewed investor confidence
05/09/2025
Time charitable donations for optimal tax impact
05/08/2025
Know the difference between tax deferral and tax elimination
05/04/2025
Central bank statements spark yield curve movement
04/26/2025
Tech stocks rally on strong earnings guidance
04/21/2025
Global equities edge higher as inflation cools
04/18/2025
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