Stone Bridge Asset Management | Investment & Financial Services

5 Key Points to Year-end Financial Planning

Tom Francescon

As we approach year-end, it's crucial to fine-tune your financial plans. Here are five key points to consider: 1. Review your investment portfolio. 2. Assess tax-loss harvesting opportunities. 3. Maximize retirement contributions. 4. Check your emergency fund. 5. Plan charitable donations for tax benefits. Need help tailoring these to your situation? Visit us at [Stone Bridge Asset Management](https://www.stonebridge-am.com/) for personalized guidance. #YearEndFinancialPlanning #InvestmentAdvice

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Disclosure

Advisory Services are offered through Stone Bridge Asset Management, LLC, an investment advisor in the State of Tennessee. Asset allocation / diversification does not guarantee investment returns and does not eliminate the risk of loss. There can be no assurance that the firm’s quantitative research model will achieve its objective or that the methodology employed by a portfolio strategy will eliminate exposure to downward trends and/or volatility in the markets or provide immediate exposure to upward trends and/or volatility in the markets. Investments are subject to risk, and Stone Bridge Asset Management’s investment strategies may lose money. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls. International investing involves certain risks not usually associated with domestic investing, including currency fluctuation, economic and political volatility, foreign taxation and differences in financial standards.

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