430: Velerity Wealth Update 05/22/24
Takeaways
- Tax policies can have a significant impact on businesses and individuals, and it’s important to plan and adapt accordingly.
- The depletion of social security funds is a concern, and solutions need to be implemented to address this issue.
- The stock market has been performing well, with the Dow Jones hitting all-time highs and the S&P and NASDAQ showing significant gains.
- Diversification is key in managing investments and mitigating risks.
- Having a strong financial team, including tax specialists and estate planning experts, is crucial for navigating the complexities of the current market.
Published on 1 year, 7 months ago