A quick reminder that my firm is currently offering a FREE retirement & tax return analysis.
Just like a neurologist wouldn’t perform foot surgery, we remain highly specialized in retirement and tax planning for people age 50+ who have accumulated investments of $1 million or more.
That’s where we do our very best work!
If you’re on the hunt for an expert who is dedicated to helping you lower your tax bill in retirement, click here to learn more about our Free Retirement Assessment™ process.
SW Episode 101: Stock Market Update + 3 Portfolio Analysis Tech Tools
Today on the podcast, I’m sharing 3 of my favorite portfolio analytics tools, one of which is completely free.
I’m also using these tools to provide an update on some of the crazy things happening in the stock market right now.
So if you’re ready to continue learning how you can use technology to better understand what you’re investing in, today’s episode is for you.
Want to learn how to lower your tax bill and improve your investments?
How to Listen to Today’s Episode:
Episode Links & Resources:
- Top Performers from 2020
- Portfolio Analytics Tools Mentioned:
- Three YCharts
- Kit Juckes Market Commentary