Description

Hear what Wes Ashton has to say about:

  • The Economy and Market This Month: Trends & Insights

  • Is the Winning Streak at Risk?

  • Smart Year-End Tax Moves
Presenter
Wes Ashton
Wes is a Senior Portfolio Manager at Oakwater Wealth.
Related Videos
How to Reduce Your Taxes by Donating Securities In-Kind
Why Ignoring Negative News Can Make You a Better Investor
Understanding Return of Capital
Market Commentary: Navigating Uncertainty
Navigating Your Estate Plan: Liquidity, Legacy, and Lifestyle
What’s in Store for the Rest of 2025?