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Insights

October 22nd, 2025: Guide to the Markets

October 22, 2025

This week, I want to bring your attention to a key piece of research from J.P. Morgan: their latest Guide to the Markets…

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October 17th, 2025: Reduce Your 2025 Tax Burden with These New Investments

October 19, 2025

Two New Investments Aimed at Reducing Our Investors’ Tax Burden At Eppler Capital Funds, our mission is to help investors grow and protect…

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October 10th, 2025: Are We Already in an AI Bubble?

October 10, 2025

Artificial Intelligence (AI) has transitioned from a buzzword to a central pillar of technological advancement. However, as AI’s prominence grows, so do concerns…

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October 3rd, 2025: Weekend Brief – Outlook & Opportunities

October 4, 2025

I’ll keep this short, I’m looking to connect with people who might be a good fit for some of the investment opportunities we’re…

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September 26th, 2025: Three Deadlines You Don’t Want to Miss

September 26, 2025

As we approach the end of the month, here are three important updates from Eppler Capital: If you’d like to talk through any…

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September 17th, 2025: Why Rich People LOVE Debt (and How You Can Copy Them)

September 19, 2025

This Week’s Insight Here’s a truth few people realize: the wealthiest families in America love debt. Of course, not all debt. They’re not…

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September 9th, 2025: Recording Now Available – How to Invest in America’s Business Transition

September 19, 2025

Thank you to everyone who joined our webinar last week on the Acquisition Entrepreneur Fund. Jason Ehrlich and I had a great time…

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August 28th, 2025:  How to Invest in America’s Business Transition – Live Webinar

August 28, 2025

Next week, I’ll be joining Jason Ehrlich of Fruition Capital to host a live session on the Acquisition Entrepreneur Fund, and I’d love…

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August 22nd, 2025: Alternative Investments Fit into Your IRA

August 23, 2025

When most people think about their IRA, the picture is usually the same: stocks, bonds, and mutual funds. But that’s only part of…

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August 15th, 2025: September Rate Cut? What It Could Mean for Your Portfolio

August 15, 2025

08/15/2025: September Rate Cut? What It Could Mean for Your Portfolio The Federal Reserve is set to meet in September, and markets are…

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