A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and Crypto markets since the election, and to should expect from the Trump administration with regard to economic and tax policy.
Resources:
Small-cap stocks on verge of ending 3 years of futility with record run — if it holds
marketwatch.com/story/small-cap-stocks-on-verge-of-ending-3-years-of-futility-with-record-run-if-it-holds-c829d75b?mod=hp_minor_pos27
What’s Flying Higher Than Bitcoin? The Software Company Buying Up Bitcoin
wsj.com/finance/currencies/whats-flying-higher-than-bitcoin-the-software-company-buying-up-bitcoin-748fdbd2?mod=hp_lead_pos5
I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.
I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.
