Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the implications of household debt in the US as well as an increasing investor preference for exchange traded funds rather than traditional mutual funds.
Listen to this week’s Financial Focus as David Nelson talks about the math of investment losses that listeners should be aware of as well as different account types and tax planning.
Listen to this week’s Financial Focus as Jake Woodcock and Mike VanZuiden discuss the tax implications of mutual fund capital gain distributions as well as the differences between the structure of mutual funds and exchange-traded funds (ETFs).
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the specific investment needs of a retiree’s portfolio as well as the impact of inflation and taxes.
Listen to this week’s Financial Focus as Nate Kreinbrink and Andy Fergurson of NelsonCorp Tax Solutions discuss some of the tax rules that were relaxed during the pandemic that should be back on people’s radar going forward.
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the recent inflation data and how higher levels of inflation can impact retirees.