So, yes, it does start with COVID. 2020 Yes. Well, first of all, what we noticed with covid in 2020 is that from February 20, 2020 through March 23 the average portfolio
The subject of today’s show is market volatility. What can you do? Are you ready? Is your portfolio being actively managed or passively managed? There’s a difference. It’s going to help you
Do you find yourself wondering what will be some of the effects that are coming about with the tariffs that are being implemented? Well, if you’re curious and you’re not sure, today’s
Many of the CPAs That We Train Now Don’t Understand Tax Planning. They Understand Providing You With Tax Services. They’re Basically Recording History This Year. They’re Not Looking Five Years Down the
Well, With an Election Year Comes a Lot of Fear, Not Only About Policy Changes, Administration Changes, But What Happens to Your Investments, What Happens to Your Portfolio, What Happens to the
And to our viewers at home, we’re talking all about the A-word today, annuities. We have to talk about it. We know there’s a lot of questions about annuities.
We’re going to talk about why you should be working with a financial advisor, and how do you select the right one? That’s a big question. How do you know it’s the
This Is Part Two of the Show That We Started Last Week, And What We’re Talking About Are the Proposed Changes from the Biden Administration and How They Can Affect Retirees, But
We’re Going to Be Talking All About the Proposed Tax Changes That President Biden Is Actually Talking About Doing Right Now. How Was That Going to Affect Your Retiree and How Is
To our viewers at home, we have a very interesting subject for you. We’re going to talk about what happens with the elimination of the Tax and Job Cuts Act.
