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In The Long Run...

“In the Short-Run, the Market Is a Voting Machine, But in the Long-Run, the Market Is a Weighing Machine” – Warren Buffett

Financial Planning Fredericksburg, Virginia Tax Planning

Maximizing Your Investment Returns: A Guide to Capital Gains 

Lamont Brown MBA, CFP® -  
10 July 2024
Understanding the intricacies of investment capital gains is vital as your financial portfolio grows and evolves. Capital gains are the profits realized from the sale of ...
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Fredericksburg, Virginia Tax Planning inheritance

Inheriting Investment Accounts: A Comprehensive Guide

Lamont Brown MBA, CFP® -  
12 June 2024
Inheriting investment accounts after the death of a loved one can be a challenging and emotional experience. If you find yourself in this situation you want to quickly understand ...
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