May 2024 Edition
May 02, 2024•10 min•Season 2Ep. 5
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Episode description
The May 2024 edition starts with information on the difference between tax preparation and tax planning. Next we profile our Fund of the Month, a top-performing mid-cap choice. We also provide tips on how to sell your home and an update on global markets.
(0:19) Difference Between Tax Preparation and Tax Planning 📕
(1:49) Featured Fund of the Month 📈
(3:58) This Month’s MoneyLetter Blog 📰
(6:55) World Markets Update 🌎
(8:20) MoneyLetter's Performance Update 📊
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