Wealth Formula Podcast

430: Velerity Wealth Update 05/22/24

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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.
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    Wealth Formula PodcastBy Buck Joffrey
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