Episode & Show Notes @ https://www.sunnybranchwealth.com/blog/july-investment-tea
On this episode of Heir Necessities, I'm launching my new "Investment Tea" series.
First and foremost, I'm an investment advisor. But I *hate* the way most advisors talk. It's all jargon that goes way too deep into topics 99% of people don't care about.
I'm here for something different.
So every quarter, I'm bringing you the Investment Tea.
You'll get a quick, understandable summary of market news, along with the biggest economic and tax changes you need to know about.
Each episode wraps up with the story of one of the companies in Sunnybranch's impact portfolio: a behind-the-scenes look at a company creating REAL change.
In this episode of the Investment Tea you'll learn:
- Why international stocks are crushing the S&P500
- What Trump's tax surprise means for you
- How solar panels can help fight forced labor...seriously
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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