The Perry Richey Group Podcast
Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
Capital Gains and Year End Tax Planning
As we close in on the end of 2020, Josh, Mike and Andrew sit down to discuss some year end tax planning strategies for investors that have money in non-qualified accounts. They specifically highlight how mutual fund investors might be uniquely affected by the market movement in 2020 and potentially pay capital gains tax for investments that they didn’t sell!
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