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What is the SALT Cap ?
New Changes for 2025 and Planning Opportunities
Aug 20
•
Brian Salcetti, AIF®, CIMA®
3
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What is the SALT Cap ?
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When $1 Becomes 50 Cents
Inflation’s hidden cost and the smart investing moves to fight back.
Aug 18
•
Brian Salcetti, AIF®, CIMA®
4
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When $1 Becomes 50 Cents
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Highs beget Highs 📈
So just keeping buying
Aug 12
•
Brian Salcetti, AIF®, CIMA®
4
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Highs beget Highs 📈
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When Giants Outperform
Meta & Microsoft keep Raising the Bar
Aug 4
•
Brian Salcetti, AIF®, CIMA®
5
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When Giants Outperform
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July 2025
One Big Beautiful Bill
How the OBBBA may impact your Finances
Jul 23
•
Brian Salcetti, AIF®, CIMA®
6
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One Big Beautiful Bill
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Bitcoin’s Big Moment
BTC surge is real but your strategy should stay grounded
Jul 15
•
Brian Salcetti, AIF®, CIMA®
4
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Bitcoin’s Big Moment
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Sorry, Mag 7 — You’re Not on This List
The Best-Performing Stocks of 2025 Aren’t the Ones You Think
Jul 10
•
Brian Salcetti, AIF®, CIMA®
6
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Sorry, Mag 7 — You’re Not on This List
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Blake Millard’s Investment Strategy: Managing Risk, Emotions, and Wealth
Sandbox Spotlight: Blake Millard
Jul 8
•
Brian Salcetti, AIF®, CIMA®
and
Matthew Moreo Gutierrez
5
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Blake Millard’s Investment Strategy: Managing Risk, Emotions, and Wealth
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June 2025
Stop Letting Your 401(k) Underperform
Are Target Date Funds Dragging Your 401(k)?
Jun 26
•
Brian Salcetti, AIF®, CIMA®
6
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Stop Letting Your 401(k) Underperform
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Wait... Not Everyone Needs A Financial Plan?
Sometimes the answer is... not yet
Jun 18
•
Brian Salcetti, AIF®, CIMA®
7
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Wait... Not Everyone Needs A Financial Plan?
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1
Life Changes — Plan Smartly
Sandbox Spotlight: Julie Bonvillain
Jun 4
•
Brian Salcetti, AIF®, CIMA®
5
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Life Changes — Plan Smartly
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May 2025
5/29 Day: Start Saving for College Today
Early 529 Plan Contributions Can Make a Big Difference
May 29
•
Brian Salcetti, AIF®, CIMA®
7
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5/29 Day: Start Saving for College Today
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