The Normalcy of Volatility and End-of-Year Tax Checklist – Podcast

Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA for the first half of our latest podcast to discuss inflation, Fed policy and why its important to remember that stocks are inherently volatile and long periods of calm like we saw leading up to September are the exception, not the rule. Zach then spends time highlighting a few items that can be done before year end to maximize your investment contributions and minimize your taxes.

The opinions expressed in this podcast are those of the participants as of the date the podcast was recorded. These opinions have not been updated or supplemented and may not reflect their views today. The information provided in these podcasts do not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular stock or other investment.