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Gideon Strategic Partners

ABOUT
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July 8, 2024
Bre Rekenthaler
Life Insurance, Asset Management, Financial Planning, Wealth Management, Trust & Estate Planning, Tax Efficient Investments, All

A Softer CPI | Be Careful What You Wish For | By: Pete Stutz

July 8, 2024
Bre Rekenthaler
Life Insurance, Asset Management, Financial Planning, Wealth Management, Trust & Estate Planning, Tax Efficient Investments, All

A Softer CPI | Be Careful What You Wish For
July 8th, 2024

At Gideon, our consistent focus has been maintaining a balanced, independent outlook for our clients. We weigh risks to tailor portfolios and solutions that meet our clients' needs and objectives across market cycles. As such, our monthly market observations summary highlights key developments and insights in the market.

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July 8, 2024
Bre Rekenthaler
Life Insurance, Asset Management, Financial Planning, Wealth Management, Trust & Estate Planning, Tax Efficient Investments, All

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Tagged: GMO, Market Insights, Stock Market, Wealth Management, From the Desk of Erik Oros, Pete Stutz, Portfolio Management, Current Events, News

Bre Rekenthaler

Navigating the New Landscape: Estate of Connelly v. United States and Its Impact on Corporate-Owned Life Insurance for Closely Held Businesses  By: Robert Amoruso
Monthly Market Observations By: Giorgio Caputo
 

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Gideon Strategic Partners, 2049 Century Park East Suite 1940, Los Angeles, United States310.579.9560info@gideonsp.com
 

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Securities and Investment Advisory Services are offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080.

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