SPY

575.98

-3.13

(-0.54%)

DIA

413.94

-2.39

(-0.58%)

IWM

199.78

-2.78

(-1.39%)

QQQ

506.18

-3.06

(-0.60%)

GOLD

18.81

-0.26

(-1.38%)

AAPL

193.67

-1.60

(-0.83%)

Why So Many Investors Struggle When It Comes to Taxes and Retirement Planning

 

Advisorpedia interviewed James Miller CMFC, Financial Advisor & Founder of Baobab Wealth Management, at the Riskalyze Fearless Investing Conference in October 2022.

Resources: Riskalyze | Baobab Wealth Management

Related: Where Advisors Should Look For ROI in Technology