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Posts By: Bordeaux Wealth Advisors
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April 7, 2023
Implementing Lessons Learned From 2022
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January 12, 2023
2022 Recap and 2023 Outlook
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December 1, 2022
2022 Year-End Planning Ideas from Bordeaux Wealth Advisors
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October 12, 2022
Third Quarter 2022 Market Recap and Commentary
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June 20, 2022
Bordeaux’s Thoughts on Market Turbulence and the Economy
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January 1, 2022
2022 Estate and Gift Tax Planning
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September 1, 2021
What’s A Spousal Lifetime Access Trust (SLAT)?
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