WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT
MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS
EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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FINANCIAL PLANNING
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