What does it take to minimize your tax bill, not just this year but in the years to come? Here’s an overview of tax planning strategies tailored for high-net
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What could the newly implemented tariffs mean for your retirement portfolio? Where are the markets headed in 2025? In this video, Liz discusses these issues and
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If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
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In this video, Liz will walk us through how the US market ended in 2024, where things might be headed and how strategic planning and informed decision-making
A short but detailed summary of the current situation.
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There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. To help you spot and steer clear of the snake oil
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A short but detailed view of the current market situation.
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What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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In a perfect world, every money decisionwe make would be totally rational. In the real world, it helps to have a little knowledge about the mental biases that
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A short but detailed view of the current situation as of February 9, 2024
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A short but detailed view of the current situation as of February 4, 2024.
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Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s raising a lot
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