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    The impact of cross generational gifting and inheritance

    By Kevin Kleinman | Blue Haven, Instagram #2

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    © 2025 Blue Haven Capital. All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

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