Sign up to save your podcasts
Or
Share 12/3/2024 - What Financial Planning Moves Should Investors Make Before The Year End? Do You Think There Will Be A Santa Rally?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
12/3/2024 - What Financial Planning Moves Should Investors Make Before The Year End? Do You Think There Will Be A Santa Rally?
Phil, Mike, and Larry talk about the financial planning moves investors should make before the year ends, such as tax-loss harvesting. They then discuss the possibility of the stock market experiencing a Santa rally over the next month.
Submit your questions to [email protected]
As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.
View all episodes
By Focused Wealth ManagementPhil, Mike, and Larry talk about the financial planning moves investors should make before the year ends, such as tax-loss harvesting. They then discuss the possibility of the stock market experiencing a Santa rally over the next month.
Submit your questions to [email protected]
As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.