“Good To Know” 1st Qtr 2024 Newsletter

Apr 15, 2024 | Insurance, Investments, Newsletter, Taxes

Dig into our Weaver Financial 1st quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on an (too?) outstanding performance from stocks and what the pros are seeing ahead. It can go against the grain, but portfolio rebalancing is a solid strategy to use; see why. Speaking of taxes, watch that adjusted gross income on your return if you’re over 65; here’s why, the cost, what you can do. Plus 3 excellent resources to stay up-to-date on our area’s economy, and to continually educate yourself on financial topics.