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Baobab Bulletin • Issue #14 • July 2026
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A twice‑monthly roundup from Baobab Wealth & Baobab Wealth Abroad
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The Baobab Bulletin
Hi there,
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After trailing large caps in 14 of the past 21 first halves of the year, small caps just outperformed them by 12.3%. Nobody rang a bell when leadership shifted, and this issue’s Chart of the Week looks at what that reversal means for a diversified portfolio.
First, though, we answer a question we hear often: Who is Baobab actually right for? Then, Jimmy opens a new Divorce the IRS case study on building a tax-free retirement from day one. We round things out with five reads worth your time and a checklist for making informed Social Security decisions.
If anything here raises a question about your own plan, click below, and let’s talk it through.
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Have a question? Click HERE to schedule a screen share and we'll walk through it together.
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Are We the Right Financial Advisor for You?
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Not every financial advisor is the right fit for every investor. This video explains who Baobab serves best, what the "Retirement Red Zone" means, and how the firm coordinates retirement income, tax strategy, investments, and broader planning for people approaching retirement.
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WATCH THE VIDEO
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Welcome to Divorce the IRS, the Retirement Income Planning Podcast, built for people who want to pay the least amount of taxes possible and create retirement income that actually lasts. Inspired by Jimmy Miller’s bestselling book Divorce the IRS, this show takes you behind the scenes of the tax rules, retirement strategies, and planning decisions that can quietly determine how much of your money you keep.
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Abroad in America Podcast
As a non‑US citizen living and working in the United States, you face many new challenges when it comes to learning and understanding a completely new financial and tax system. The goal of this podcast is to help non‑US citizens and cross‑border families implement effective strategies to take full advantage of the opportunities to create wealth in the United States-both while you're here and even once you've left
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Staging a Comeback
Small-cap stocks have struggled to keep up with large-cap stocks in recent years, trailing them in 14 of the past 21 first halves. Some years were especially painful, including 2020 and 2024, when small caps lagged by 10.0% and 13.5%. But in the first half of 2026, the trend reversed. Small caps outperformed large caps by 12.3%. One strong stretch does not guarantee a long-term shift, but it is a good reminder of why diversification matters. You do not need to guess which part of the market will lead next. By owning both small and large companies, you give your portfolio a better chance to benefit when market leadership changes.
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What We're Thinking About
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A few thoughtful reads on retirement, investing, work, and the technology shaping everyday prices.
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What Issues Should I Consider With My Social Security Retirement Benefits? (2026)
This checklist helps retirees review key Social Security decisions, including eligibility, earnings records, filing timing, and whether to claim early or delay. It also covers working while receiving benefits, coordinating spousal, survivor, and divorced-spouse benefits, and changing a filing decision. Finally, it highlights tax planning, state taxes, and special considerations for business owners.
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DOWNLOAD THE CHECKLIST
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Follow us for more financial planning videos, updates, and resources.
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Florida
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Anchorage, AK 99501
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