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State of the Markets with Mike Sorrentino, CFA®
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Report: Second Quarter Economic Update
Report: First Quarter Economic Update
Report: Proactive Year-End Tax Planning for 2020 and Beyond
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2022 Fall Newsletter: Salt Lake City
2022 Fall Newsletter: Kansas City
2022 Summer Newsletter: Salt Lake City
2022 Summer Newsletter: Kansas City
It’s time to focus on the end of the year, especially taxes, which are a big topic of conversation. We spotlight this topic every December because it’s just that important.
We do a year-end tax event each year and produce a white paper because having the right strategies to limit your tax bill can help reduce some of the anxiety around tax time. Some people stress about doing their taxes. If you’ve ever received a letter from the IRS, you know what that anxiety is like.
On this episode, we’ll share:
- Why we’re sitting at very low tax rates and how that could change. (7:36)
- Whether you should do itemized or standard deductions. (11:10)
- Why you need to get a 2022 tax projection. (13:26)
Want to connect with us?
Sean P. Lee
Salt Lake City
As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealbreakers.
Here are the reasons you wonder about getting a new advisor:
- Making a mistake that costs you money. (1:28)
- The business has gotten too big. (4:09)
- A dinner seminar has some appeal. (6:47)
- I’m moving across the country. (9:48)
- The market has been volatile. (13:35)
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