This is a short YouTube video featuring Donna Bordeaux and Donna Genie (with a second small-business-focused speaker) advising small business owners that proactive tax planning can outperform stock market returns. They note the market is rising in mid-2024 amid a presidential election, cite typical long-term stock-market returns of about 7–10% on average, and claim tax-planning strategies can save roughly 20–50% immediately; the video closes with a call to contact the presenters for help.
Questions this video answers
March 23, 2024
About 7–10% on average
Roughly 20–50%
Chapters
All right, I'm going to tell you some valuable advice. So I want you to get some pencil and paper because I'm going to tell you how to beat the stock market each and every time with guaranteed results. I'm Donna Bordeaux with calculated moves, and.
I work with small business owners all throughout the year to help them manage.
Their growth and achieve the growth that they want.
And an important part of that is dealing with taxes. Nobody likes to hear it, but it's true. Dealing with taxes is a really big thing. The stock market is on the rise right now. We're here in mid 2024, on the rise. We've got a presidential election coming up this year. So the market tries to read and inflate and look at what's going on with the results there to anticipate its returns and its stock values.
Now, some days the market's up and.
Some days it's down.
In general, over history, it goes up.
As a long term play, you'll probably.
Anywhere from 7 to 10% on average. Just depends on the time frame that you're invested and how much risk you take on.
But I'm here to tell you those are piddly little results compared to what I can do. Tax savings is the number one return on investment, and it's immediate. It is an immediate play that will save you anywhere from 20 to 50% in one fell swoop. Now, people shy away from working with accountants.
They just have their taxes done and do the minimal effort.
But I'm here to tell you, if you work with an accountant who will help you save tax dollars, and that is their job. Just like you'd look to a broker to help you maximize your return on investments, I'm here to help my small.
Business owners maximize the return on their tax investments by implementing strategies to save.
Dollars each and every day of the year and make that money work for them. So if you're tired of looking at.
The ups and downs stock market or watching CNBC all day to see what's up and what's down, why don't you switch over and take a look at the highest return on investment you will achieve in a year. And that is through proactive tax planning. I'm here to help.
