The markets, politics, and economy are uncontrollable and unpredictable. However, income taxes and investing costs, while unpleasant for sure, are omnipresent and forever. As you work to build and protect your net worth, investing costs, fees, and expenses are virtually unavoidable. And owning investments inevitably means you will be subject to income tax obligations as …
Monthly Archives: November 2022
President Joseph Eschleman Discusses the 2022 Midterm Elections on ABC10 11.8.2022
Connecting with ABC10 evening anchor Lora Painter for a productive interview ahead of the 2022 midterm elections, Joseph weighed in last night with some key points and considerations, specifically touching upon exactly how much impact elections can have on your finances. Joe and Lora’s discussion points included:
The 2022 Midterm Election – Cause for a Market Correction? 11.05.2022
Many investors are asking: “If the (insert: REPUBLICANS or DEMOCRATS) win the 2022 midterm election, should I change my investment strategy?” Be it a bear, a bull, a donkey, or an elephant, investors tend to place a significantly greater amount of attention on political outcomes than is necessary, at least when it comes to their …
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TPW Representing at the 2022 Schwab IMPACT Conference! 11.04.2022
After two years of having to host the conference virtually, the 2022 Schwab IMPACT conference, aka the “World Series of Investment Conferences,“ is in full effect in Denver, CO! Among the more than 5,000 invite-only attendees are our Director of Research and Analytics, Nathan Billigmeier, our Director of Tax and Financial Planning, Steve Pitchford, and our Partner, Wealth …
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