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What's the Market Going to Do in 2023? | Portfolio Rescue 57


On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►01:25 - Stock Market predictions for 2023. ►04:52 - Why higher inflation should be good for stocks. ►09:54 - offsetting capital gains. ►13:55 - Mutual funds to ETFs. ►17:25 - Changing asset allocation with increasing net worth. ►21:55 - Roth contributions. ►25:58 - What to look for in a CPA/Tax planner. This episode is sponsored by KraneShares. Visit to learn more. 👕 Check out The Compound shop: 🎙️ Listen to our podcasts: The Compound and Friends: Animal Spirits: Portfolio Rescue: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform, Liftoff: Instagram: Twitter: Facebook: Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. To learn more about the risks of investing in AcreTrader see For additional advertisement disclaimers see here “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: #thecompound #personalfinance #investing...(read more)


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