Trimming the fat from your investment portfolio / Utilities continue to under perform as interest rates rise / Cryptocurrency and precious medals / Real estate investing / Why Fidelity? / Why people are holding assets in cash / Best and worst stocks for 2024 / Amazon seeing expansive growth / Gamestop stock / Oil stocks vs. green energy and electric vehicles / Preserving wealth in retirement: Wills and healthcare surrogates / Annuities: Yeah or Nay? / Saving for education / High dividend funds
Rebroadcast of the 11/20/24 episode- Attorney Terence Gross joins PEP Talk with Meg to discuss the legal issue and its reprercussions known as "Bad...
Pam Giles joins PEP Talk with Meg to discuss the advocacy role Verus Health Partners assumes on behalf of their clients in Tallahassee and...
Bob shares the year end financial checklist: https://www.plantemoran.com/explore-our-thinking/insight/2021/01/ten-financial-planning-opportunities-for-2021 https://mainstayfg.com/ 850-437-3127 Over the age of 72, take your RMD. Charitable giving. Write a check, gift...
