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430: Velerity Wealth Update 05/22/24

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Manage episode 419605411 series 2835101
Content provided by Buck Joffrey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Buck Joffrey 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.

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

434 episodes

Artwork
iconShare
 
Manage episode 419605411 series 2835101
Content provided by Buck Joffrey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Buck Joffrey 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.

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

434 episodes

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