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Year-End Financial Strategies: Navigating Market Shifts and Maximizing Gains
Manage episode 458166486 series 2868403
Keith Lanton द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Keith Lanton या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
December 23, 2024 | Season 6 | Episode 44
This episode focuses on strategic year-end considerations that can lead to better financial outcomes for 2025, emphasizing tax strategies, market sentiment, and valuable habits for improvement. Listeners are provided insights on stock performance expectations, particularly regarding value stocks and municipal bonds, alongside practical advice for managing their investment portfolios amidst upcoming market uncertainties.
• Importance of year-end tax strategies
• Tips on reducing tax liabilities with gains and losses
• How personal practices affect stress and decision-making
• The Federal Reserve's impact on market sentiment
• Value stocks vs. high-growth stocks
• Overview of notable stocks and potential investments
• The case for municipal bonds in the current market
• Portfolio management tips for 2025
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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अध्यायों
1. Year-End Financial Tips and Market Analysis (00:00:00)
2. Fed Decision Impact on Markets (00:11:16)
3. Stock Valuations, Charity Controversy, Muni Bonds (00:25:33)
204 एपिसोडस
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