What Type of Investor Are You?
There are as many different types of investors as there are distinct personalities, so any attempt to categorize them can underemphasize the variations among investors, who each have unique goals and attitudes toward risk. Nevertheless, in my experience, I have witnessed four distinct categories of investors – conservative, cautious, aggressive, and disciplined:
Tariffs And Your Investments
The confusion surrounding the impact of tariffs has created unprecedented economic uncertainty that has confounded both the capital markets and the global economy. The' overall effect of tariffs is trade restrictions placed upon the otherwise “free market.”
Some Tax Breaks For Individuals May Go Away
Some common tax breaks for individuals may be on the chopping block and some may be extended past 2025 when the Tax Reform Act of 2018 expires.
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.
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
(925) 484-1671
4695 Chabot Dr. #200
Pleasanton, CA 94588