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85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take
A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week.
In this episode of From the Trenches, Richard Taylor and James Boyle share a major announcement for the business, along with a few updates behind the scenes as the firm continues to grow. They then turn to markets.
Despite constant headlines and uncertainty, equities have shown serious resilience. What is driving that, and what should long term investors focus on?
Roths are back on the agenda too. It is one of the most talked about strategies for a reason, but there is…
The skinny
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