SPY

598.66

-0.48

(-0.08%)

DIA

427.78

-0.60

(-0.14%)

IWM

211.50

-0.40

(-0.19%)

QQQ

530.00

0.08

(0.02%)

GOLD

19.99

0.17

(0.85%)

AAPL

203.00

-0.92

(-0.45%)

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