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A grove of orange trees.
Stroud Wealth Management | Dec 25, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
Think of your investments like a fruit-bearing tree. Some branches, representing your stocks or funds, are heavy with fruit. This symbolizes the gains you’ve
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Depressed overwhelmed old man
Stroud Wealth Management | Dec 25, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement
Retiring as soon as possible can be a priority, but retiring too early can be a big mistake.
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Business development to success and growing
Stroud Wealth Management | Dec 25, 2024

How Hindsight Bias Hurts Investors

Investments
Over the past two decades, companies like Amazon, Apple, and Tesla have become household names, largely due to their staggering market success.
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A Better Way to Retire

We've seen many people focus on what they are retiring FROM and miss the opportunities of what they can retire TO. Our BIGG Picture Formula™ is our way of approaching retirement planning to help you find confidence and fulfillment in this stage of your life.

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1186 E Home Rd
Springfield, OH 45503

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david.stroud@stroudwealth.com

 

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