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Financial Matters with Richard Oring
Richard Oring
29 episodes
5 days ago
Have you ever wondered how Federal Reserve's interest rate changes can affect the market? Well, Kevin Caron, a seasoned Portfolio Manager from Washington Crossing Advisors, drops by to decode the world of finance. With his in-depth knowledge and expertise, we explore current cash, bond, and stock environments, and discuss the impact that interest changes have on the market. Moreover, Kevin also unravels the potential benefits that can be reaped by savers due to these increases. As we delve d...
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All content for Financial Matters with Richard Oring is the property of Richard Oring and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Have you ever wondered how Federal Reserve's interest rate changes can affect the market? Well, Kevin Caron, a seasoned Portfolio Manager from Washington Crossing Advisors, drops by to decode the world of finance. With his in-depth knowledge and expertise, we explore current cash, bond, and stock environments, and discuss the impact that interest changes have on the market. Moreover, Kevin also unravels the potential benefits that can be reaped by savers due to these increases. As we delve d...
Show more...
Investing
Education,
Business,
News,
Business News,
Courses
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/62/06/e6/6206e642-ebba-abc5-310f-1f46c4f702b5/mza_3390566087359471904.jpg/600x600bb.jpg
Year End - Tax Harvesting
Financial Matters with Richard Oring
21 minutes
3 years ago
Year End - Tax Harvesting
There are many things you should consider when it comes to end-of-year tax planning, but today Rich and Jag are focusing on Tax Loss Harvesting. To understand tax loss harvesting, we will want to define terms. Rich walks us through cost basis, capital gains (long and short term), capital losses (long and short term), carry-over losses, and the Wash Rule. Tax loss harvesting is when you take your investment losses for the year and use them to offset your investment gains, lowering your...
Financial Matters with Richard Oring
Have you ever wondered how Federal Reserve's interest rate changes can affect the market? Well, Kevin Caron, a seasoned Portfolio Manager from Washington Crossing Advisors, drops by to decode the world of finance. With his in-depth knowledge and expertise, we explore current cash, bond, and stock environments, and discuss the impact that interest changes have on the market. Moreover, Kevin also unravels the potential benefits that can be reaped by savers due to these increases. As we delve d...