Politics and Personal Finance: Strategies for Stability During a Wild Election Season
Description
It’s election time again and right on cue, everything feels a little out of control. But should it? What does history have to say about market behavior around elections? Join us as we consider the influence of Democrats vs. Republicans, presidents vs. senators, the Fed vs. the DOJ, and more as we seek to find where politics and economics overlap (and where they don’t).Plus, we’ll zoom in to see how you can seek to maintain financial stability, even when the news seems hell-bent on trying to m...
Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.Join us as we look at the what, when and why of Roth conversions.Ready to learn more? Scott Frank on LinkedIn Stone...
Published 11/21/24
Ever wonder what exactly a financial advisor does? In our latest episode, we’re going beyond investments and insurance to look at the big picture of everything we do as advisors.Join us as we pull back the curtain on what we do, how we think about it, and how we help our clients.Ready to learn...
Published 11/07/24