Will we ever see the bottom of the market? The answer is yes and our advice is to not worry about it too much. If you do your planning right, what happens around you becomes less scary. Tax lot sales, how to handle non-qualified gains, and building income portfolios. And instead of complaining about the wealthy using “tax loopholes”, how about we take advantage and benefit from them as well? Hope you all had a great Thanksgiving weekend!

 

Hosts:

Brian Wiley, Financial Advisor

Alexandra Lundgren, AIF®, Advisor

 

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com