💰 4 Strategies to Reduce Taxes in Your Portfolio You’ve heard of asset allocation, but what about asset location? 📍 Where you hold your investments can be just as important as what you invest in when it comes to lowering your tax bill. In this new conversation, Thomas C. Martin with Martin Heritage Group and Erin Kennedy break down 4 simple but powerful strategies that could help keep more of your money working for you: ✅ Traditional vs. Roth IRAs and their unique tax advantages ✅ Tax-loss har
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Your investments may be being used against you! Texas terminated a woke, $8.5 billion contract with BlackRock. Other states should follow Texas’ lead and protect American investments from being used to fund leftist initiatives. “Focus on making profits for your investors and we’ll take care of the politics.” - Texas Senator Bryan Hughes | The Heritage Foundation
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