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430: Velerity Wealth Update 05/22/24

19:54
 
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Manage episode 419605411 series 2835101
Indhold leveret af Buck Joffrey. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Buck Joffrey eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

429 episoder

Artwork
iconDel
 
Manage episode 419605411 series 2835101
Indhold leveret af Buck Joffrey. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Buck Joffrey eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

429 episoder

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