In this episode, Jim Fisher uses a recent example from the stock market to show that asset class performance can be unpredictable, and we must learn the lesson of why allocation matters.
To learn more about this topic visit, Jim’s website and download the Investment Awareness Guide.
Wealth Creations Education & Tax Coach, James Fisher:
James R Fisher, CPA/PFS, CTC, Wealth Creations Education and Tax Coach has a unique approach to helping people find money they are currently transferring away unknowingly and unnecessarily. His strategy is to have a bigger impact on your financial future by helping you avoid the wealth transfer losses rather than speculating on the next winning investment. It makes little sense to have a million dollars only to discover you lost a million on the way.
Jim specializes in
⦁ Empowering people to take control of their investment decisions. This begins with answering the 20 Must Answer Questions that will guide your investment decisions. His educational and fun presentations combined with an academically sound investment platform helps create peace of mind, wealth, and confidence in prudent investing.
⦁ Middle Class Family Financial Wealth Creation and Security. With Jim’s assistance you can stop transferring your wealth, following the herd, and forfeiting your financial security and create true wealth and financial independence.
⦁ Tax Reduction Strategies for Small Business Owners. Jim specializes in unlocking the tax code to provide legal IRS approved loopholes to create tax reduction strategies for business owners. He helps you take advantage of these with a written documented plan, implementation, and education.
A life-time resident of the Anthony Wayne community, you can usually find Jim volunteering and participating in the local activities. He enjoys being a leader in the Scouting program, and spends his free time in the great outdoors. Learn more about Jim at Fisher Wealth Creations.
Learn more about Jim Fisher at Wealth Creations and also on , and .
James Fisher is a registered advisor offering investment advice through Marathon Financial Group, LLC., An SEC Registered Investment Advisor, 9841 Broken Land Parkway, Suite 206, Columbia, MD 21046. Phone: 443-718-6310. James Fisher, CPA and Wealth Creations is unaffiliated with Marathon Financial Group, LLC.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.