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In Episode 22 of Off the Charts, Jordan Dunsmore dives into the newly proposed Big Beautiful Bill, a sweeping piece of legislation making waves in Washington. Jordan unpacks the potential upsides, like economic stimulus and infrastructure investment, as well as the downsides, including long-term debt concerns and market impact.
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In this episode of Off the Charts, Jordan Dunsmore, CEP® breaks down the realities of taxes, what most people get wrong, how to stay ahead, and why understanding taxes is a must if you're serious about building wealth. Whether you're an entrepreneur, employee, or just trying to keep more of what you earn, this episode gives you the no-fluff insight you need.
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Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.
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Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors.
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Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.
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Is bigger actually better in today’s market?
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