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Meet Matt
Who We Serve
Concentrated Stock Recipients
Municipal Employees
Investment Philosophy
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Lifetime Effective Tax Rate (Video)
August 15, 2025
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Your Lifetime Effective Tax Rate
August 15, 2025
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Too Much Cash
July 30, 2025
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The Big Unit
April 30, 2025
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A Few Thoughts on the Market
March 25, 2025
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Jensen Huang Doesn't Plan, and Neither Should You
January 29, 2025
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