Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...
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Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...
Maximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business Sale
Complete Wealth Management With Dave Alison
30 minutes
1 year ago
Maximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business Sale
Join us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provides essential considerations for managing your financial windfall.➡️ Key Topics Covered:Retirement Planning: Explore how to make the most of your new...
Complete Wealth Management With Dave Alison
Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...
