Our guest today is always willing to roll up her sleeves and dive into the numbers as a seasoned investment professional. Amanda Piper, CFA® Charterholder and CEP®, is a partner at Wagener-Lee, LLC, where she helps people make investment decisions. In this episode, she joins the show to share her knowledge on the topic of investing, specifically active and passive investing.
Resources:
· Learn more about Melissa Joy and Pearl Planning.
· Calculate how to pay down your credit card debt HERE.
· Connect with Amanda Piper on Wagener-Lee, LLC or on Facebook.
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Data Sources: Capital Group, RIMES, Standard & Poor's.