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Year-End Financial Strategies: Navigating Market Shifts and Maximizing Gains
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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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章节
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)
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