Palo Alto Wealth Advisors
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Palo Alto Wealth Advisors
Big-tech vs. Start-ups
Big-tech vs. Start-ups

Creating a useful framework for what can seem like an incredibly daunting career-path decision.

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Nate BlairMay 28, 2021
Single-Stock Concentrations
Single-Stock Concentrations

How should you think about the trade-off between risk and return for these positions in the context of your larger net worth?

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Nate BlairJuly 6, 2020Palo Alto Wealth Advisors LLC
Options for Charitable Giving
Options for Charitable Giving

Consider these approaches to make your charitable dollars go further and lower your tax bill in the process.

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Nate BlairJuly 6, 2020Palo Alto Wealth Advisors LLC
Palo Alto Wealth Advisors
715 Colorado Ave, Suite A,
Palo Alto, CA 94303,
USA
6506569800 info@paloaltowealth.com
Hours
Mon 8:30am - 6pm
Tue 8:30am - 6pm
Wed 8:30am - 6pm
Thu 8:30am - 6pm
Fri 8:30am - 6pm
 

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