The Winners and Losers So Far from the Trade War

With the tariff announcement on April 2nd, many investors have rethought their investment strategy and changed their focus from US stocks to other stock, commodity, or currency asset classes. This has created volatility within the financial markets as investors attempt to discern the potential future winners and losers from the trade war. However, it is important to
remember that it is still early, and the initial responses may not indicate the longer-term implications.

The prospect of paying for higher education can be daunting. To lower the overall after-tax cost, it can be advantageous to incorporate tax planning to find ways to use funds that will be tax-advantaged. This may include claiming tax credits, using accounts that have special tax benefits for education savings, or accessing retirement accounts penalty-free.

Variable annuities are complex savings and investment vehicles that come with some unique benefits but also have some drawbacks. Among these drawbacks are high fees, lockup periods, and less favorable taxation in the long term. Therefore, investors should ensure they understand all the pros and cons of purchasing a variable annuity and weigh their options against other investment options.

Plus, a look at the Planned Solutions Incorporated Office Bulletin Board –

This year Planned Solutions will be breaking up into small teams to examine different areas of our business to uncover ways that we can better systemize some processes, address areas were better organization will allow us to be more proactive in meeting our client’s needs, and ways we can improve our communications so that our clients are informed about any changes that may be occurring.

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The Personal Finance Review is published and distributed biweekly by Planned Solutions, Inc. for informational purposes only.

Please seek the advice of a qualified financial planner before taking any action Chase Armer’s book- Financial Planning Insights is now available at: ⁠⁠⁠https://www.amazon.com/Financial-Planning-Insights-Decades-Planner/dp/1098306279?ref_=ast_author_mpb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠Intro 00:00

The Winners and Losers So Far from the Trade War 01:40

Funding College 11:55

Variable Annuities 16:10

Bulletin Board 21:10

Planned Solutions, Inc.

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