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              • Top & Tail - Insights and Updates
              • Achieve your goals
                • Business owners
                • Family wealth management
                • Estate planning checklist
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                • myGPS™
                • Wealth management approach
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                • Commentary
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                • Wealth Transfer Report
              • Meet the team
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              Welcome

              Bubbles, Bankruptcies, and Baseball Birds

              November 01, 2025 |Lucas Paulino

              Popping the chatter around an AI bubble Top & Tail Portfolio Update November 1st

              Read more

              What's up with Gold? Top & Tail Portfolio Update - October 2025

              October 15, 2025 |Lucas Paulino

              September was a buy everything month - Stocks, Bonds, Gold all up

              Read more

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