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Market News
Investment Strategies
Tax Planning
Risk Management

Felipe Moraes

Felipe Moraes

Posts by Felipe Moraes

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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Reminder: This content is intended for educational and research purposes only and does not replace professional financial advice. All investments carry inherent risks, including possible loss of capital. Past performance is no guarantee of future returns. Please consult a licensed financial professional before making any investment decisions.