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Understanding risk tolerance: what it means for your investment strategy

Understanding risk tolerance: what it means for your investment strategy

by Nate Delandsheer | Sep 17, 2024 | Event, Featured, News, Podcast

At Vertis Wealth, we believe that crafting your financial legacy starts with a deep understanding of your vision and ambitions. It’s not just about managing your wealth; it’s about turning your dreams into a lasting reality that transcends generations. One of the...
How to reduce your tax liability before the end of the year

How to reduce your tax liability before the end of the year

by Nate Delandsheer | Sep 12, 2024 | Event, Featured, News, Podcast

Key Strategies to Reduce Your Tax Liability in 2025 Tax planning isn’t just a year-end consideration—it’s an ongoing process requiring strategicthinking and timely action. By planning early, you can take advantage of opportunities to loweryour tax bill and set...

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