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Posts by Joel Baker CFA

3(21) or 3(38). Whatever it Takes. Understanding Fiduciary Responsibility.

By Joel Baker CFA

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How the Ivies Grow

By Joel Baker CFA

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What Gives: The Impact of the 2018 Tax Cuts and Jobs Act on Charitable Giving

By Joel Baker CFA

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April 2025

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The Plan Is There for the Hard Days

May 19, 2025
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