In this episode, we examine some important financial planning tips to consider in the second half of 2021. Host Mike Hanson (Senior Vice President of Research) interviews Hailey Bill (Associate Vice President of Financial Planning) about the impact of recent legislation on families’ financial planning. Mike and Hailey also discuss why investors might consider a Roth IRA conversion in the remaining months of 2021, as well as charitable gifting strategies that could save your family money in the long run.

Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics, along with important deadlines for financial planning. 

And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

Financial Planning Tips to Round Out 2021 - August 2021

In this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher addresses a common investor concern—US national debt. 

Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/june-2024-ken-fisher-discusses-us-national-debt-fears, where you’ll find links to more information and resources to help you become a more informed investor. 

And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

Ken Fisher Discusses US National Debt Fears - June 2024

Many investors want a one-stop site to access clear, credible thinking on the markets and investing. Fisher Investments Market Insights was created to address this need, providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while providing unique perspectives on essential financial issues.

Financial Planning Tips to Round Out 2021 - August 2021

Fisher Investments - Market Insights

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