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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Thursday Nov 07, 2024
Thursday Nov 07, 2024
Paul talks about end-of-year tax strategies that could get you and your portfolio in trouble. Everyone wants to avoid paying too much in taxes, but Paul wants you to know that tax strategies like tax loss harvesting can create a lot of problems in trying to rebalance your portfolio. Always seek the advice of a financial advisor and an accountant before trying out tax strategies at the end of the year. Later in the episode, Paul brings an article talking about investors' behavior around precious metals and how supply and demand is the biggest factor in the prices of silver and gold.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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