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Feb 9, 2021 17 min

Biden’s Tax Plan & Your Portfolio Algorithm

from Guarding Your Nest Egg Hosted by Talon Wealth

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/​ https://guardingyournestegg.com/​ https://anchor.fm/guarding-your-nest-egg​ © 2021 Talon Wealth Management. All rights reserved. Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/​) and SIPC (https://www.sipc.org/​), a Registered Investment Adviser. Investment advisory services offered through Retirement Wealth Advisors. Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc. Talon Wealth Management and RWA are not affiliated. Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/​).

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This episode was published on February 9, 2021.

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