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430: Velerity Wealth Update 05/22/24

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Manage episode 419605411 series 2835101
Innhold levert av Buck Joffrey. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Buck Joffrey eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Takeaways

  • Tax policies can have a significant impact on businesses and individuals, and it’s important to plan and adapt accordingly.
  • The depletion of social security funds is a concern, and solutions need to be implemented to address this issue.
  • The stock market has been performing well, with the Dow Jones hitting all-time highs and the S&P and NASDAQ showing significant gains.
  • Diversification is key in managing investments and mitigating risks.
  • Having a strong financial team, including tax specialists and estate planning experts, is crucial for navigating the complexities of the current market.

The post 430: Velerity Wealth Update 05/22/24 appeared first on Wealth Formula.

  continue reading

425 episoder

Artwork
iconDel
 
Manage episode 419605411 series 2835101
Innhold levert av Buck Joffrey. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Buck Joffrey eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Takeaways

  • Tax policies can have a significant impact on businesses and individuals, and it’s important to plan and adapt accordingly.
  • The depletion of social security funds is a concern, and solutions need to be implemented to address this issue.
  • The stock market has been performing well, with the Dow Jones hitting all-time highs and the S&P and NASDAQ showing significant gains.
  • Diversification is key in managing investments and mitigating risks.
  • Having a strong financial team, including tax specialists and estate planning experts, is crucial for navigating the complexities of the current market.

The post 430: Velerity Wealth Update 05/22/24 appeared first on Wealth Formula.

  continue reading

425 episoder

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