40. Welcome the Wobble | From The Trenches with James Boyle

Market pullbacks are necessary for long-term health. But what’s the best way to deal with them? Discussing it are James Boyle and Richard Taylor, back for another episode of the podcast. ‘I welcome a wobble right now’ says Richard.  Find out why, plus much more, in this week’s From The Trenches. You’ll hear discussion on the dangers of performance chasing, the value of diversification, and the importance of proactive tax planning for expats and immigrants.  We're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.