Year End Market Rotation / Tax Law Changes

The Mustard Seed facilitates financial freedom through faith-based financial principles and consulting through affiliated wealth advisors.

DO YOU WANT TO BECOME A BETTER FINANCIAL STEWARD? LOOKING TO GET YOUR DUCKS IN A ROW? WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE REVIEW with the Mustard Seed’s endorsed financial advisors at https://www.franklin-wealth.com

The first question to ask any financial adviser is, “Are you a fiduciary to me 100% of the time”. Get the answer in writing Please note that some people call themselves “fee-based”. This is NOT the same as fee-only. Fee-only advisers have committed to being fiduciary to you 100% of the time. Personally, I would only hire an adviser who is a fiduciary to me 100% of the time. This is not a suggestion on what you should do. Just sharing my personal preference.

THESE VIDEOS ARE NOT FINANCIAL ADVICE (Disclaimer) ? This information is only provided as an informational resource and should not be viewed as investment advice or recommendations. The decisions on how to invest, when to retire, and other financial planning topics are some of the most important financial decisions you will make in your life. I urge you to seek professional financial advice as you make this decision. Ideally, from a financial adviser, AND a CPA AND an attorney. Having the perspective of all three professions will help you make the right decision for you and your family. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and may NOT be suitable for all investors. This information is NOT intended to, and should NOT, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, and/or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

Spoiler Alert: There are no “get rich” programs. Rather, just basic blocking & tackling and putting in time and care. Do your homework, choose wisely and (IMHO) work with experienced professionals who are fiduciary to you 100% of the time.

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