Description

IN THIS EPISODE, YOU'LL LEARN:

• How to take advantage of investment losses
• What's the difference between ordinary income tax and capital gains tax
• How to plan strategically
• What's the difference between a Mutual Fund and an Exchange Traded Fund? Is one more tax-efficient? 

CONNECT WITH US:

Sean's LinkedIn: https://www.linkedin.com/in/sean-r-walker/
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Prosper with Purpose®: https://www.americancentury.com/about/prosper-with-purpose/


Jones Financial Partners

717 Wall St.
Norman, OK 73069

2360 Nowata Road, Suite A
Bartlesville, OK 74006

Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com

"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"