• Three Minute Talk™ - The Tax Man Cometh

  • Apr 2 2024
  • Length: 3 mins
  • Podcast

Three Minute Talk™ - The Tax Man Cometh

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  • Summary

  • Welcome to this Three Minute Talk™ for Tuesday, April 2nd, 2024. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

    Just a quick check-in today ahead of the mid-April tax filing deadline in a couple of weeks and to let you know that we’re here to help! As much as we all hate to think about it, it’s important to remember that there’s at least one silent partner in your investment accounts, and sometimes two. I’m talking about Uncle Sam and sometimes your particular State’s Department of Revenue.

    Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.

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