March 8, 2025 – Stock Market Volatility Has Some Investors Nervous – Our PBS39 Event on March 6th was a rousing success – What the heck are tariffs and how should we think about them?

More Than Money with Gene Dickison

March 8, 2025 - Stock Market Volatility Has Some Investors Nervous - Our PBS39 Event on March 6th was a rousing success - What the heck are tariffs and how should we think about them?

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Gene and Alyssa answer questions:

• She and her brother own a rental property together.  What happens when one passes?
• She asks if she can work with a financial advisory and still keep her ‘fun’ stock account?
• He asks how a financial advisor should respond when seeing a client’s loss of capacity?
• She asks how capital gains are taxed? 
• And we are still feeling very, very blessed

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