November 16, 2024 – Trump Transition Raises Questions about Economic and Investment Expectations – Are you getting your financial information third hand from advisors you’ve never met? – Save the Date – December 7th – MtM’s Holiday Open House – Save the Date – December 11th – IIY Packing Shoe Boxes for Children!

More Than Money with Gene Dickison

November 16, 2024 - Trump Transition Raises Questions about Economic and Investment Expectations - Are you getting your financial information third hand from advisors you’ve never met? - Save the Date – December 7th – MtM’s Holiday Open House - Save the Date – December 11th – IIY Packing Shoe Boxes for Children!

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Gene and Alyssa answer buckets o’ questions:

• He asks how investment management fees are calculated and what they cover?
• They are moving from PA to NC and wonder if there are tax strategies to save on state taxes?
• He moved 50% of his account into gold.  Now he asks if that is a good idea?
• She wonders if it is necessary to change her investments every 90 days?
• Lots more . . .

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