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CDs and Money Market Funds - They Should Be In Your Portfolio.
Shorter-term CDs and Money Market funds yield rates close to longer term bonds without the risk associated with longer maturities, including interest rate, credit (non-government bonds), and inflation risks.
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Tax Law Changes Are Coming - The Ride Could Be Bumpy!
Imagine Congress being satisfied with the current tax law and doing nothing to change it for 2024 or 2025. Read more to find out why this strategy is not likely.
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anthony@carrwealth.com
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4695 Chabot Dr. #200
Pleasanton, CA 94588