430: Velerity Wealth Update 05/22/24

Wealth Formula by Buck Joffrey

Takeaways

• Tax policies can have a significant impact on businesses and individuals, and it’s important to plan and adapt accordingly.
• The depletion of social security funds is a concern, and solutions need to be implemented to address this issue.
• The stock market has been performing well, with the Dow Jones hitting all-time highs and the S&P and NASDAQ showing significant gains.
• Diversification is key in managing investments and mitigating risks.
• Having a strong financial team, including tax specialists and estate planning experts, is crucial for navigating the complexities of the current market.

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