We’ve already talked about the importance of making a list, however, it is just as important to be aware of financial planning opportunities as we move through 2023 and approach the April 18th tax deadline.
It can be nerve-wracking to watch real-time market peaks and dips play out in your portfolio. With breathless headlines announcing current annual lows in the Dow Jones, Nasdaq and S&P 500, it’s easy to fall prey to short-term thinking.
There’s so much happening in the economy right now that it’s tough to nail down exactly what the biggest story is on any given day. From politics to pandemic debates, headlines are dominated by breaking news and dramatic developments.
At Nemes Rush, the Registered Investment Advisor (RIA) model is a defining piece of our professional identity.
Our RIA status confers a range of advantages for our clients. Our financial advisors are not beholden to specific products. They can achieve greater efficiencies and unlock better pricing. And they have access to a more diverse range of solutions.