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Are The Five Stocks Driving The Market’s Great Returns Overvalued?

Estate Planning Alert: The Step-Up In Basis Is Not Dead

Tax Sensitive Investing Is Much More Important Now Than In The Past

A Timely One-Minute Investor Lesson

The New Asset Valuation Paradigm

A Crucial Lesson For Investors After 20 Difficult Years

2021 Year End Tax Planning: Higher Stakes And More Confusing Than Ever

Amid The Dark Days, Don’t Doubt American Resilience

When Widows, Children, And The Disabled Inherit An IRA, 401(k) Or Other Qualified Retirement Account

A Retirement Planning Alert Built For Current Financial Economic Circumstances

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David P. Pankiw, AIF®
871 Venetia Bay Boulevard, 202
Venice, FL  34285
Tel.: 941.218.0830
Fax: 855.857.8818
Email: David P. Pankiw
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