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John Tanner
Wealth Advisor

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The Legacy Conversation: Wealth with a Purpose
A t Tanner Wealth, we’ve sat across the table from people at every stage of the financial journey—from those who’ve just had a liquidity...
John Tanner
4 days ago2 min read
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Strategic Giving: The Benefits of Donating Appreciated Stocks
As you update your annual financial plan, it's important to reassess your charitable giving strategies. For high-net-worth individuals,...
John Tanner
Mar 252 min read
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Market Corrections Are Normal: Why Patience and Discipline Can Pay Off
As investors, it is natural to feel uneasy during market fluctuations. However, history shows that market corrections are normal and...
John Tanner
Mar 143 min read
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BlackRock’s Panama Canal Deal: What It Means for the U.S. Economy
BlackRock, the world’s largest asset manager, just made a major move that could reshape global trade and U.S. economic security. Along...
John Tanner
Mar 113 min read
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Taiwan Semiconductor’s Big Investment in America: What It Means for the U.S. Economy
This week, President Donald Trump announced that Taiwan Semiconductor Manufacturing Company (TSMC) has committed to a significant...
John Tanner
Mar 43 min read
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The S&P 500’s Concentration Problem: Why Individual Stocks May Offer Better Diversification
Investors often look to the S&P 500 as a reliable gauge of the U.S. stock market. It’s widely regarded as a diversified index,...
John Tanner
Feb 243 min read
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🚀 The 3-3-3 Plan & Long-Term Interest Rates: What’s Happening? 📉
There’s a lot of buzz in the financial world right now! Treasury Secretary Scott Bessent has introduced the "3-3-3" plan, focusing on: ...
John Tanner
Feb 181 min read
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🚀 Elon Musk’s DOGE Team: The Young “Cost-Cutters” Shaking Up Washington 💰✂️
Elon Musk has assembled a lean, young, and highly analytical team to run the Department of Government Efficiency (DOGE). Their mission?...
John Tanner
Feb 181 min read
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