Smart ETF Tax Strategy: Avoid Losses and Maximize Profits
2024-12-17
Did you know you can sell one ETF at a loss and buy another similar one without tax implications? ETFs play by different rules! 📈💡 #InvestingTips
Watch the entire show here: https://cstu.io/b79ad1
YouTube channel = @ TheRealInvestmentShow
How Expectations Drive Short-Term Market Returns
2024-12-15
Invest wisely! Market values depend on expectations. Don’t just follow the crowd. #investingtips #marketexpectations #stocks 📈🤔
Watch the entire show here: https://cstu.io/c78d89
YouTube channel = @ TheRealInvestmentShow
12-13-24 Looking Ahead to 2025: Realize Gains or Change Exposure?
2024-12-13
Everyone has a forecast for 2025. What does that really mean for you and your money? Should you realize gains or change exposure? Danny and Matt also explore what happens at age 73, proper RMD strategies and Inherited IRA uncertainties, and whether you should work with a Donor Advised Fund or private charitable foundation? Danny and Matt will share some investment strategies for 2025 and the implications of realizing capital gains, plus Portfolio diversification tips and their stock market outlook 2025, including some asset allocation strategies.
Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP.
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"CPI Was On The Screws: The Fed Has
How Consumer Spending Influences Economic Growth and Earnings
2024-10-19
Understanding consumer spending is key for economic growth and earnings. It’s all about the balance between current situation and future expectations. 📈💸 #EconomicInsights
Watch the entire show here: https://cstu.io/c0084f
YouTube channel = @ TheRealInvestmentShow
Fed Mandate Change: Could We See Three Rates Instead of Two?
2024-10-17
Is the mandate changing to three instead of two? The Fed might be behind the curve again. Data shows consumer struggles and government spending remains high. #economy #Fed #finance
Watch the entire show here: https://cstu.io/828582
YouTube channel = @ TheRealInvestmentShow
Economic Growth and High Fed Rates: Is a Huge Rate Cut Necessary?
2024-10-13
145,000 new jobs created! With job growth and low inflation, an aggressive rate cut seems unnecessary. Fed rates aligning with economic growth is key. 📈💼 #Economy #JobGrowth
Watch the entire show here: https://cstu.io/a80f84
YouTube channel = @ TheRealInvestmentShow
Protecting Your Child’s Future: The Automatic Shift in Money Management
2024-08-18
Becoming a parent shifts your perspective completely. The responsibility of protecting that little person transforms your entire mindset. #Parenthood #PerspectiveShift
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow
Understanding Yield Curves: Inversion Doesn’t Guarantee a Recession
2024-08-17
Understanding yield curve inversion is key! Don’t panic when it happens – it doesn’t automatically mean a recession is imminent. Check out the chart to see the full picture. 📈 #Finance101 #YieldCurve
Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow