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Year End Planning

On this episode of Common Sense Investing we start thinking about the end of the year. We look at the Roth versus the Traditional IRA, Charitable giving and tax selling. We also talk about some of our favorite stocks. 10.20.21

Om Podcasten

The hosts of Common Sense Investing have been helping their clients and listeners make sense of the markets for nearly three decades. Using a conservative, diversified, value oriented approach to investing they strive to make you a better-educated, well-informed investor. With a straight forward, common sense approach, they’ll share their insights on today’s markets, economy and financial planning topics with the belief that is just as important to protect your assets, as it is to grow them. Whether it's traditional investing, estate and trust planning, philanthropic and succession planning or insurance, the hosts are part of the XML Financial Group, an independent financial planning firm where each advisor is a fiduciary. To learn more visit us at www.xmlfg.com