Tax loss harvesting is a common topic in investor conversations when looking for tax reductions. Who can utilize this strategy? How does it work? We will cover all those questions and more! Harry Figgie, Partner & Wealth Advisor at Greenwich Wealth Management joins Cassidy Clement to discuss.
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21:50
Making the Most of Your Tax Refund
Tax refund can be a nice reprieve after going through the tedious task of doing your taxes. If you have a refund, how can you make the most of that refund? What are some financially strategic moves you can make? Sam Taube, NerdWallet Investing Spokesperson and Writer joins Cassidy Clement to discuss.
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13:54
Debt Consolidation: Does it Pay Off?
Managing debt payment while also looking for the best rates and time frame can be tough. In some circumstances, debt consolidation may be a helpful tool. In today’s episode, we will explore debt consolidation and its associated details. Sara Rathner, NerdWallet Travel and Credit Cards Expert joins Cassidy Clement to discuss.
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15:04
Macro Trading Explained
Macro factors are often referenced in financial news and commentary. However, one may wonder if you can one create a strategy with these larger economic trends. In this episode, we explore macro trading, and the elements associated with the approach. Caleb Silver, Editor-in-Chief at Investopedia joins Cassidy Clement to discuss.
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12:59
Tactical Asset Allocation: A Dynamic Investment Strategy
Tactical asset allocation is considered a dynamic investment strategy. In this episode we explore this approach and the certain situations in the marketplace that lead investors to utilize this. Stéphane Renevier, Analyst at Finimize, joins Cassidy Clement to discuss.
Cents of Security explores foundational economic concepts and personal finance. For those starting out in finance or just want to know more about how your finances work, check out our episodes! Some topics include retirement saving, IPOs, buying a home, and more.
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