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Financial Insights
Investment Strategies
Financial Products
Tax Planning
Yago Dias
Yago Dias
Posts by Yago Dias
Strategize the sale of assets for favorable capital gains
06/08/2025
Track moving averages to identify trends
06/05/2025
Use flexible spending accounts for medical expenses
06/04/2025
Recognize the difference between income and actual wealth
06/03/2025
Buy structured notes for defined outcome investing
05/30/2025
Open custodial accounts for minor children
05/27/2025
Factor in state taxes for multi-jurisdictional income
05/27/2025
Backtest strategies before putting money at risk
05/24/2025
Apply for student loan refinancing to cut interest rates
05/22/2025
Keep speculative trades as a small portion of your plan
05/20/2025
Use regular check-ins to improve money confidence
05/18/2025
Analyze trends in your discretionary vs. fixed expenses
05/06/2025
Use retirement contributions to reduce taxable income
04/12/2025
Apply for a business line of credit to manage cash flow
04/11/2025
Learn how lifestyle creep impacts long-term goals
04/11/2025
Review your allocation quarterly to stay on track
04/08/2025
Leverage balance transfer cards for interest-free payoff periods
04/07/2025
Evaluate your net worth as a snapshot of progress
04/05/2025
Tilt toward dividend stocks in retirement planning
04/04/2025
Factor in taxes when choosing where to invest
03/29/2025
Use asset allocation as your foundation for managing risk
03/07/2025
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