Wealth & Wisdom Ep. 12 - Investment Strategies for Year-End Tax Planning скачать в хорошем качестве

Wealth & Wisdom Ep. 12 - Investment Strategies for Year-End Tax Planning

Visit us & schedule a consultation here: https://www.johnmoore.com/ -- Summary In this episode of the Wealth and Wisdom podcast, hosts Cole Leonida and Brian Cochran discuss the recent market rebound, the pressures facing regional banks, and strategies for year-end tax planning. They emphasize the importance of disciplined investing, managing portfolio risks, and the potential benefits of tax harvesting. The conversation highlights the need for wise financial counsel and the inevitability of market volatility, encouraging listeners to remain patient and proactive in their investment strategies. -- Takeaways Markets rebounded after a period of volatility. Regional banks are under pressure due to economic changes. Investment strategies should consider year-end tax planning. Don't let short-term losses dictate long-term investment decisions. Tax losses can be turned into tax assets for future benefits. Maintaining a disciplined approach is crucial in investing. Home affordability is improving with lower mortgage rates. Consider capital gains harvesting to optimize tax outcomes. Seek professional advice for complex financial decisions. Be prepared for market volatility and stay patient. -- Chapters 00:00 Market Rebound and Economic Overview 02:57 Regional Banks and Economic Pressures 06:10 Investment Strategies and Year-End Tax Planning 08:58 Managing Portfolio Risks and Tax Assets 11:45 Capital Gains and Tax Harvesting Strategies 15:11 Conclusion and Call to Action -- John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.