Inflation, choppy markets, and political uncertainty are causing economic challenges that investors can’t change, but you can take steps to mitigate their impact. Mercer Advisors’ John Walker and Tim Joseph, CFP® and CPA, discuss smart tax planning moves you can make right now to help improve your own personal economic conditions.
Listening Time: 16 minutes
Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.