Taxes, Tactics and Attacks… Join President, CEO and Lead Wealth Advisor Sherri Stephens, CPA, CFP® Wealth Advisor, Jill Carr and AIF®, CFP®, ChFC®, CLU® Director of Financial Planning, Doug Marlow of Stephens Wealth Management Group. We will discuss our concerns about tax rates and there impact on your investments, your net worth, and what you …
tax tactics
2nd Quarter 2022 SWMG Newsletter
Economic Update (Jason Guenther) High inflation, global uncertainty, rising interest rates, supply chain issues and the war in Ukraine have all contributed to this year’s market downturn and negative sentiment. Faster growing, growth-oriented companies have been especially hard hit this year. This has investors more focused on steady cash distributions as compared to the promise …