This month, we share our thoughts on the recent market volatility tied to changing forecasts within the labor market. While we can’t stop market corrections, we can help make sure your investment strategy is built to handle them. On a related note, the workforce is evolving with employees shifting jobs more often than ever before. If you’re considering a career change, we highlight some key financial items to keep in mind.
Registration is open for our next educational event. Cooper will discuss the ins and outs of taxes and tax planning. If you missed our Webinar on Social Security, you can still catch the replay. Check it out here.
Cooper’s latest podcast has hit the streaming platforms, take a listen now then forward on to your friends and family.
Register now for our next online educational webinar on the timely topic of tax planning. You can expect Cooper to discuss tantalizing content, such as:
- Tax Return Fundamentals
- Roth Conversions
- QCD’s
- Tax loss and tax gain harvesting
- Asset location/aggregation
- Medicare part B
Date: Tuesday, October 1, 2024 @ noon – Register Here
Remember, as you continue on your financial path, we are here to answer questions and guide you along the way. As always, feel free to reach out to us with any questions.
Click the image below to read the September 2024 Newsletter. For past publications, check out Insights & Commentaries.
