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Market Update – June 2022
Market Update A few weeks ago, the market seemed to be taking a quick breath after a rough start to the year. The last two weeks of May were positive and things seemed to have calmed temporarily. However, last week markets dropped once again culminating with a large negative day on Friday. Yesterday, the market…
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Taxes: Bad for the Economy, Good for the Soul?
Just about every human on earth is affected by taxes in some way. In the U.S., taxes have long been at the core of political disagreement and are very much a point of contention today. But what are their true implications on markets and the economy? One thing to keep in mind, taxes impact society…
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Utilizing Tax Diversification and Tax Location to Lower Your Tax Bill
As an investor, the tax implications of an investment should always be on the forefront of one’s mind. Ignoring the consequences of a trade or opening the wrong type of account can create unintended tax burdens for an investor, sometimes without ever even withdrawing money from an account. If designed correctly, utilizing different financial account…
Tanner Wrisley
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