Join Matthew del Junco, President of Financial Planning and Senior Wealth Advisor at Liberty Group, as he explores the concept of legislative risk and its potential impacts on your investments and retirement planning. Whether you're a business owner, an investor, or on the path to retirement, grasping the subtleties of legislative risk is vital for maintaining and enhancing your financial health. By diversifying your investment portfolio and keeping abreast of policy shifts, Matthew provides actionable advice on navigating legislative risk.
Don't let legislative changes catch you off guard. Learn how to prepare for and potentially protect against the unpredictable landscape of government policy.
01:06 – Defining Legislative Risk
01:44 – Real-World Examples
02:43 – Can It Happen to You?
03:16 – Mitigating Legislative Risk
For more insights into managing legislative risk, taxes, and your portfolio, click here to download our comprehensive Election Uncertainty guide: https://hubs.li/Q02r-G570
We're here to empower you on your financial journey. For personalized advice and answers to your questions, feel free to reach out to us at Liberty Group. https://libertygroupllc.com/contact/
Explore our services and book a no-cost consultation with one of our advisors: https://calendly.com/libertygroupllc/...
SEC Investment Adviser Public Disclosure: https://adviserinfo.sec.gov/firm/summ...
Investment advisory services are offered through Liberty Wealth Management, LLC, DBA Liberty Group, an SEC-registered investment adviser. Securities are offered through Fidelity Brokerage Services, Inc. ("Fidelity"), Member FINRA, SIPC. Past performance is no indication of future results. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security. Nothing presented herein is intended to provide specific legal or tax advice. Financial and planning decisions must be based on your specific due diligence, investment objectives, economic, risk tolerance, and individual financial and personal circumstances. Before investing, you should consult with a qualified professional - a competent financial, legal, or tax advisor or another, to aid in due diligence as proper for your situation to determine the suitability of the risk and tax consequences associated with any investment. The LWM registered Advisor Representatives associated with this website may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any other state resident. For additional information on LWM or any of its affiliated persons who are registered or required to be registered as Adviser Representatives of the firm, please visit www.adviserinfo.sec.gov, view our website at www.libertygroupllc.com, or contact us directly at 411 30th Street, 2nd Floor, Oakland, CA 94609, Main: 510.658.1880, Toll-Free: 888.588.5818, Fax: 510.658.1886. Registration with the U.S. Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
LWM advisory clients agree to pay an asset-based advisory fee calculated according to the indicated schedule:
$0 – 1,000,000 - 1.25%
$1,000,001 – 3,000,000 - 1%
$3,000,001 – 5,000,000 - 0.85%
$5,000,001 – 10,000,000 - 0.80%
$10,000,001 – 25,000,000 - 0.70%
$25,000,001 – 50,000,000 - 0.40%
Above $50,000,001 - 0.30%
#LegislativeRisk #FinancialPlanning #InvestmentStrategy #RetirementPlanning #WealthManagement #LibertyGroup #FinancialWellness #RiskManagement
Информация по комментариям в разработке