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In the second hour, the team at AMR kicks off discussing tax deferment & tax harvesting. Brian shares his strategies during the market volatility from last week & how important asset allocation is in a portfolio. Later in the hour, Susan...
In the second hour, the team at AMR kicks off discussing tax deferment & tax harvesting. Brian shares his strategies during the market volatility from last week & how important asset allocation is in a portfolio. Later in the hour, Susan Loucks, Exec. Dir. of Neighborhood Falmouth joins them in the studio. She shares the history, aging in place, the "Village Movement" & what their greatest needs are. Interested in volunteering, www.neighborhoodfalmouth.org. #taxharvesting #assetallocation #villagemovement #volunteering #aginginplace
