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430: Velerity Wealth Update 05/22/24

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Konten disediakan oleh Buck Joffrey. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Buck Joffrey atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

456 episode

Artwork
iconBagikan
 
Manage episode 419608264 series 1538233
Konten disediakan oleh Buck Joffrey. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Buck Joffrey atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

456 episode

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