— The AVL Brief · Weekly
A quiet weekly note on tax, planning, and markets — for people who'd rather think than react.
Tax-smart planning insights,
weekly.
Short, useful, and written by a CPA who actually manages money for a living. No hot takes. No hacks. Just weekly market insights that matter to you.
What's inside
01
What the market did, briefly
A short, jargon-free read on the month's market, what mattered, what didn't, and what we're doing about it.
02
Planning moves worth making
Timely planning ideas pertaining to everyday investors, whether you’re a high earning W2 employee, business owner, pre-retirement, or in retirement, explained in plain English.
03
A small thing worth reading
Useful articles I have found useful. Long-form thinking, not links to outrage.
Written by
Anthony Lupoli, CPA/PFS, CFP®, MAcc
Founder of AVL Advisory — a fee-only firm in Daytona Beach where one advisor handles tax, planning, and investments.