Adventures in Wealth Management

Mkts up ~30% ... what's next?, Planning thoughts for 2025 Taxes, Trends into elections


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TJ and Charles dig into

  1. Baird 2025 Planning Guide
    1. https://www.bairdwealth.com/insights/wealth-management-perspectives/2024/11/your-planning-guide-to-2025-taxes/
  2. Stocks ups 30%
    1. https://awealthofcommonsense.com/2024/11/30-up-years-in-the-stock-market/
...more
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Adventures in Wealth ManagementBy Thomas Kavanagh