Client Portfolio Question; Tax Traps

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on stock and bond markets. They discuss the benefits of maintaining a diverse portfolio through strategic asset allocation. AMR's IAR, Mike Perna, CFP®, joins the show to unravel hidden tax traps and mistakes people make when filing their taxes. He also shares tips on how to avoid these tax inconeveniences.