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Thinking about an end of year gift? Perhaps you have a new year resolution to be a smarter estate planner? Learn more and understand how you can move money in a tax efficient and legal manner.
How can you avoid capital gain distributions from mutual funds?
This week we tackle the timely subject of politics and the stock market. The results may be surprising to many. Plus, be sure to get the scoop on where markets have historically headed post midterms...
In this segment of Between Two Fiduciaries, Jeremy and Jimmy explore the S&P 500. Be sure to see the table at the end showing performance of the S&P 500 following 25%+ downturns.