Asset Strategy (@AssetStrategy) profile picture

Asset Strategy

@AssetStrategy

We help you Create, Manage, Protect, & Distribute Wealth®️

 United States
assetstrategy.com
Joined September 2011
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Not setting up your LLC right could cost you EVERYTHING... When you set up your LLC, you probably think you can just set it and forget it. This puts you at risk for not only having your private information out there, but your personal assets could be all gone just like that...
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Luckily, we have all of the answers for you in our latest episode of Assets and Taxes. FULL EPISODE 👉 youtu.be/M1NAXcU4rg4?si=GURD…
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Blog: What is a Solo 401(k)? 🤩 assetstrategy.com/what-is-a-… Are you an entrepreneur who is self-employed, also known as a ‘Solopreneur’? If so, have you considered setting up a Solo 401(k) plan for yourself? Read our blog!
Asset Strategy | Independent Consulting & Wealth Management Advisory

Asset Strategy | Independent Consulting & Wealth Management Advisory

Independent, fee-based wealth management and financial advisory firm in Wayland, MA. 35+ years of investment, tax, and retirement guidance.

assetstrategy.com
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Weekly Market Minute 🌐 🕐 (January 13, 2025) Watch now! What to focus on this week for stocks and the economy in under a minute. 'Will Inflation Data Spark More Market Volatility?' 🔑 Key Topics: - The S&P 500 - Interest Rates - Inflation
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Blog: Important Financial Dates of 2025 ⌚ assetstrategy.com/important-… 📖 Happy New Year! Here are some of the key dates to keep in mind for 2025. By marking your calendar and planning ahead, you can set yourself up for a financially successful year!
Asset Strategy | Independent Consulting & Wealth Management Advisory

Asset Strategy | Independent Consulting & Wealth Management Advisory

Independent, fee-based wealth management and financial advisory firm in Wayland, MA. 35+ years of investment, tax, and retirement guidance.

assetstrategy.com
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All of us here at Asset Strategy want to wish you happy holidays! We will be closing at 1:00 PM today and will be reopening on 12/26. -The Asset Strategy Team
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Weekly Market Minute 🌐 🕐 (December 16, 2024) Watch now! youtu.be/F1ugEqLcb3w Subscribe to our YouTube channel for more insights!
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We want to thank everyone who participated in our sponsored Frosty 5K event! Everyone turned up the heat this year! Your support has made a significant impact on our athletic community, and we look forward to your continued support in future events!
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Weekly Market Minute 🌐 🕐 (December 2, 2024) Watch now! youtu.be/VvikkRpe44A 'What a Month for the Stock Market!' Subscribe to our YouTube channel for more insights!
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We want to wish everyone a Happy Thanksgiving! We will be closed on Thursday, November 28th and Friday, November 29th. Our team will be returning on Monday, December 2nd. - The Asset Strategy Team
Image from Asset Strategy (@AssetStrategy)
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Blog: Vehicle Tax Deductions 🚘 📖 Are you thinking of purchasing a business vehicle before the end of 2024? If certain requirements are satisfied, you might be eligible for a vehicle tax deduction. Read more: assetstrategy.com/vehicle-ta…
Asset Strategy | Independent Consulting & Wealth Management Advisory

Asset Strategy | Independent Consulting & Wealth Management Advisory

Independent, fee-based wealth management and financial advisory firm in Wayland, MA. 35+ years of investment, tax, and retirement guidance.

assetstrategy.com
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Weekly Market Minute 🌐 🕐 (November 25, 2024) Watch now! 'From Stocks to Stuffing - Cruising Into Thanksgiving' YouTube link to this video: youtu.be/3HtF03j_YnU?si=0IdU… Subscribe to our YouTube channel for more insights!
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Weekly Market Minute 🌐 🕐 (November 18, 2024) Watch now! 'Will Nvidia Determine The Market Direction?' YouTube link to this video: youtu.be/KgYQOucesOA?si=O0Yq… Subscribe to our YouTube channel for more insights!
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Weekly Market Minute 🌐 🕐 (November 11, 2024) Watch now! 'Are Investors Looking at a Smooth Q4?' Watch the YouTube video: youtu.be/tSA9woie3Yc
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Weekly Market Minute 🌐 🕐 (November 4, 2024) Watch now! 'All Eyes on the Election Results' 🔎 In two minutes or less, we discuss what's affecting last week's market performance. YouTube link to this video: youtu.be/R-aF4muW5_4
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Weekly Market Minute 🌐 🕐 (October 28, 2024) Watch now! 'How Will Big Tech Earnings Shape the Market This Week?' YouTube link to this video: youtu.be/SaOvR_8pbUY Subscribe to our YouTube channel for more insights! @AssetStrategy #EconomicUpdate #TechStocks #USEconomy
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Blog: The Ultimate Retirement Tax Return Checklist! ☑️🌴 40 Questions You Should Ask Click the link below to read, and feel free to contact us if you have any questions! assetstrategy.com/the-ultima… @Asset Strategy #TaxReturn #Tax #Retirement
Asset Strategy | Independent Consulting & Wealth Management Advisory

Asset Strategy | Independent Consulting & Wealth Management Advisory

Independent, fee-based wealth management and financial advisory firm in Wayland, MA. 35+ years of investment, tax, and retirement guidance.

assetstrategy.com
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Weekly Market Minute 🌐 🕐 (October 21, 2024) Watch now! 'What's Up With Interest Rates?' YouTube link to this video: youtu.be/qYfO7M1C3FY?si=RLyn… Subscribe to our YouTube channel for more insights! @AssetStrategy #EconomicUpdate #MarketOutlook #USEconomy
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Blog: Tax Strategies When Selling Your Investment Real Estate 🏢 Click the link below to read, and feel free to contact us if you have any questions! assetstrategy.com/tax-strate… @AssetStrategy #TaxStrategies #TaxPlanning #RealEstate
Asset Strategy | Independent Consulting & Wealth Management Advisory

Asset Strategy | Independent Consulting & Wealth Management Advisory

Independent, fee-based wealth management and financial advisory firm in Wayland, MA. 35+ years of investment, tax, and retirement guidance.

assetstrategy.com
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Weekly Market Minute 🌐 🕐 (October 14 2024) Watch now! 'Can Corporate Earnings Push the Stock Market Even Higher?' YouTube link to this video: youtu.be/Pni8Zj1F5m4?si=dCyP… Stay tuned for more insights! @Asset Strategy #EconomicUpdate #MarketOutlook #USEconomy
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