There should be a process when it comes to selecting the investments that make up your portfolio, and it shouldn’t be what’s trending on Twitter. 12th Street Asset Management Founding...
Get Financially Organized this New Year – Ep. 211
CWA
December 17, 2024
Staggered delivery of tax-related documents and new payment schedules can make organizing your financials hard to keep up with. Instead, preparing to be proactive in
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February 1, 2022
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January 21, 2022
With an unsteady stock market, is now the time to take advantage of the market, or stay away? Hunter and Judson advise that depending on when you...
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January 18, 2022
If you take your money out of various tax environments inefficiently, it can decrease the longevity of the investment by 30%. The guys dive into...
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January 10, 2022
When it comes to your investment portfolio, true asset allocation is an art. It’s also a practice that can make or break your portfolio over...
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January 4, 2022
Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...
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December 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
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December 7, 2021
The guys simplify all the main tax-savings strategies to take action on before Dec. 31 to help reduce what you may owe to the IRS....
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November 30, 2021
The proposed tax code restructure is getting rid of Backdoor Roth IRA conversions in 2022. What should investors do? The guys lay out all the...
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November 16, 2021
Long versus short-term gains, dividends tax, mutual funds, all of these are factored into the proposed tax law for 2022 that could affect your bottom...
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November 15, 2021
The Administration’s income tax proposal signals that changes are coming in 2022. Judson and Hunter weigh in on the current rates, anticipated increases and what...
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October 28, 2021
Impeding tax reform will impact your estate and the amount of tax your beneficiaries may have to pay. Planning ahead is essential. Judson and Hunter...
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