Recent Posts from Victoria Bogner
February 18, 2025
Philanthropic Strategies: Maximizing Impact While Minimizing Tax Burdens
Philanthropy can be one of the most fulfilling aspects of a financial plan. It allows you to support causes that resonate with your values while …
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February 10, 2025
Family Governance and Education: Preserving Wealth Across Generations
By Victoria Bogner, Head of Wealth Planning Wealth is more than just numbers on a balance sheet—it represents opportunity, security, and a legacy for …
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February 03, 2025
Navigating Trump’s Proposed Tariffs
B y Victoria Bogner, Director of Client Experience The news cycle has been abuzz in recent months with talk of proposed tariffs from the Trump …
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August 12, 2024
The Top 5 Investor Mistakes and How to Avoid Them
Head of Wealth Planning, Victoria Bogner, goes over the top five investor mistakes and strategies to avoid them.
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July 08, 2024
The Sweet Spot Principle: Balancing Life, Investing, and Work
Head of Wealth Planning, Victoria Bogner, delves into how the Sweet Spot Principle can transform your approach to investing, work, and life, leading …
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