Michael Dooher, Equitable Advisors, LLC
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General Information
Locality: Walnut Creek, California
Phone: +1 925-951-1141
Address: 2175 N. California Blvd. Ste 405 94596 Walnut Creek, CA, US
Website: www.michaeldooher.com
Likes: 100
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Planning your lives together also means planning your financial future. Here are some thought-starters for you and your soon-to-be spouse.
Whether you're just starting out or are looking for financial management tips, these 10 things that can help you manage your money going forward.
Check out LPL Financial Research's Weekly Commentary on the market: Market Bottoming Process Continues"
A lot of people have been reaching out to me recently to review what's going on in the market and to ask for my input. There are two main ideas we've been reviewing: 1. With the large drop we've recently seen in the market, now is a great time to look at investing money you might have on the sideline in cash. 2. If you have non-retirement accounts that have seen a large drop in value in the last month, now could be a great time to harvest those losses to reduce your taxable ...gain in the future. If you'd like to hear more about either of these strategies, feel free to give me a call to schedule a time to talk.
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