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Table of Contents
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Glossary
Client Essentials
Client Portals
Client Logins
Client Portal Overview
Financial Planning Overview
Tax Portal Guide
What to Expect
What to Expect: Check-In Call
What to Expect: Review Call
What to Expect: FG Legacy Services
Completing Your Account Opening Packet
Institutional Navigation
Charles Schwab Overview
Fidelity Overview
Pontera Overview
Support Guides
How To: Add/Update My Banking Information
How To: Fund My Account
How to: Mail Your Check
How to: Request a Distribution
How to: Rollover your Retirement Plan
How To: Share a document securely
How to: Update My Contact Information
How to: Use the Financial Gravity AI Assistant
Client Quick Reference Guide
Client Insights
The Basics
Beneficiaries Explained!
Understanding Financial Account Types
Understanding Types of Investments
Understanding Investment Tax Forms
Beyond The Basics
Charitable Distributions
Education Savings Investment Accounts
Required Minimum Distributions (RMDs)
Roth Conversion
SEP and SIMPLE IRA Rollovers
Investment Foundations
Investment Objectives and Experience
Time Weighted Return - How is it Calculated?
Understanding Liquidity Needs
Understanding Risk in Investing
Understanding Time Horizons
Legacy Learning
Is a Trust Right For You?
When Trusts Go Wrong
The Big 3 When Naming a Trustee
10 Reasons for a Third-Party Trustee
How Life Insurance Can Amplify Your Legacy's Impact
Shirtsleeves to Shirtsleeves in Three Generations
Will Your Trust Perform For You When Life Intervenes?
Why South Dakota is a Haven for Trusts
An Important Lesson From The Billionaire Class
FGAM Updates
FGAM Update January 2025
FGAM Update October 2024
FGAM Update April 2024
FGAM Update January 2024
FGAM Update October 2023
FGAM Update July 2023
FGAM Update April 2023
FGAM Update January 2023
FGAM Update October 2022
FGAM Update July 2022
Brochures
4 Alpha Companies
4 Alpha Investment Strategy
4 Alpha Stock Analysis
4 Beta Dependable Return Investment Strategy
4 Beta Equity Investment Strategy
4 Beta Taxable Fixed Income Investment Strategy
Chief Investment Officer Brochure
Control the Controllables
Dividend Facts
Holistic Asset Location Optimization (HALO)
Investment Allocations’ Real Risk and Expected Returns
Market Timing Looks Easy
Mutual Fund Facts
The Family Office Advantage Comparison Table Brochure
The Family Office Advantage Text Brochure
Time Optimized Planning
Discover FG: Director Preview
What to Expect
Transition Checklist
Transition Overview
Branding Guide
Client Resource Hub
FOD Resource Hub
Less Admin, More Advising
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Welcome to the Financial Gravity Knowledgebase!
Client Essentials
Client Guides
Client Insights
Educational Guides
Brochures
Firm Handouts
Required Reading
New Articles
Completing Your Account Opening Packet
Is a Trust Right For You?
Shirtsleeves to Shirtsleeves in Three Generations
An Important Lesson From The Billionaire Class
Will Your Trust Perform For You When Life Intervenes?
See more...
Updated Articles
Completing Your Account Opening Packet
When Trusts Go Wrong
Is a Trust Right For You?
The Big 3 When Naming a Trustee
How Life Insurance Can Amplify Your Legacy's Impact
See more...