Dr. Chia-Li Chien, CFP, PMP, CPBC interviewed Jeremy D Witbeck, MBA, CFA, CFP® on “Year-End Investment Updates” on Dec. 14, 2021, at 02:00 PM PDT. We are not quite finished with 2021 yet!  What steps could you take for your year-end investment before we cross over to 2022? In this session, we will discuss the following topics: Tax Code […]