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G. Brian Davis

I’m a Financial Planner: 4 Moves My Wealthiest Clients Are Making Under Trump

Avosb / Getty Images/iStockphoto

The wealthy get wary when they see rapid change and the pace from the White House in 2025 has many wealthy investors looking to play defense. 

Financial planners and tax advisors are seeing their wealthiest clients making these moves under the Trump Administration. While they don’t make sense for everyone, they offer food for thought. 

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