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Premier Wealth Advisors
เข้าร่วมเมื่อ 13 ก.ค. 2017
Advisory services through Premier Wealth Advisors, LLC (PWA) a registered investment adviser. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment adviser, member FINRA and SIPC. PWA and IFG are not affiliated entities. Licensed to offer Advisory services to residents of California; Colorado; Texas and Washington. Securities in California; Alabama; Arizona; Connecticut; Florida; Massachusetts; Minnesota; New Mexico; Nevada; Ohio; South Carolina; Texas; Virginia and Washington.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.
The opinions voiced in the videos posted here are for general informational purposes only and are not intended to provide or be a substitute for professional advice.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.
The opinions voiced in the videos posted here are for general informational purposes only and are not intended to provide or be a substitute for professional advice.
2025 Q1 State of the Markets Webinar Recording
Speaker Liz Muirhead from Vanguard talks about the current state of the markets in 2025.
มุมมอง: 14
วีดีโอ
Invest Like Buffett
มุมมอง 63 ปีที่แล้ว
Although Warren Buffett is arguably one of the most successful investors of all time, his advice and approach are surprisingly straightforward. This fun webinar presentation reveals four key insights that can help you learn what it takes to invest like Buffett and how to apply it to your own situation. What you see is the success, but what you may not see is the emotional discipline it takes to...
Mid-Year Town Hall
มุมมอง 63 ปีที่แล้ว
Premier Wealth Advisors will be holding another virtual open forum to give you a chance to ask questions and discuss what is currently transpiring in the economy and markets as we continue navigating the COVID-19 pandemic. We will address how your investments have held up in this environment and what financial steps to consider now. We want you to be able to ask us anything that may be weighing...
Debt Management
มุมมอง 83 ปีที่แล้ว
Interest rates are still very low, but they are moving up. It might be time to start thinking about consolidating debt and locking in lower rates before it is too late. Is it time to refinance your mortgage? Do you have outstanding student loans? Do you know what rates you are paying on your credit cards? What debts should you pay off first? We'll answer these questions and more in our brief we...
Redefining Retirement
มุมมอง 53 ปีที่แล้ว
Join us for a different approach to retirement as we dispel common myths and offer clarity around the five areas pre-retirees and retirees need to plan for successful transition through the latter half of life.
PWA's Take On Biden's Tax Proposal
มุมมอง 93 ปีที่แล้ว
Joe, Josh and Ari discussed a few of the most important points in this proposed legislation. Check out the video recording of this discussion by clicking on the link below. Topics covered: What income levels it impacts most Tax bracket changes Deductions Long-term capitol gains Tax-loss harvesting Retirement accounts Social Security tax Income tax Appreciated assets Estate tax exemptions Death ...
2021 Tax Planning Update
มุมมอง 73 ปีที่แล้ว
It's finally tax season! In order to set our clients up for success, we've created a webinar to update you on everything tax related going into 2021. From COVID-19 legislation to regular tips and tricks, we're here to guide you. Our Premier Wealth Advisors' Tax Team, Joe LeBlanc, Ari Crandall and Su-Yen Kuhn, hosted a brief presentation that will answer any questions you may have about the 2020...
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