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Did Someone Say “Election Year”?

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Manage episode 422809492 series 3419234
Content provided by Creative Planning and John Hagensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Creative Planning and John Hagensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 422809492 series 3419234
Content provided by Creative Planning and John Hagensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Creative Planning and John Hagensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.

  continue reading

109 episodes

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