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Financial Markets

Beyond the Portfolio Podcast

Beyond the Portfolio: Politics and Portfolios

On this episode of Beyond the Portfolio, host Henray Cohen, is joined by Ashley Ellefritz, and Carol Schleif, to explain what different midterm outcomes could mean for policy in Washington and describe the impacts on investment.

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Financial Markets

Beyond the Portfolio Podcast

Beyond the Portfolio - QSBS: A Powerful and Overlooked Tax Tool for Business Owners

Qualified Small Business Stock (QSBS) is more than a tax strategy. In this episode, Derek Garland and Gaston Burthey explore how early decisions around growth, ownership, and business structure can help founders maximize one of the most valuable yet often overlooked opportunities available when building and eventually selling a company.

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