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TwinFocus is proud to have been named to Financial Planning’s 2023 RIA Leaders list. Our growth is a testament to our clients' trust in us and the hard work of our team, and it is an honor to be recognized.

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Paul Karger, CFA, echoes late billionaire investor, Charlie Munger’s sentiments that extravagant homes can make a person “less happy” Fortune (December 2023)

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Dave Daglio, CIO of TwinFocus, shared insights on the current economic landscope on CNBC's "Squawk Box Asia" with anchors Martin Soong and Sri Jegarajah (December 2023)

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TwinFocus MP & general counsel John Pantekidis discusses Section 1202 and what clients should know about the capital gains tax break Financial Advisor Magazine (November 2023)
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