Velocity Work

What does market volatility reveal about your investment portfolio? In this episode, tax attorney Megan Robin returns to break down how economic uncertainty impacts law firm owners' portfolios, offering key insights into what to look for during times of market fluctuation.       Megan discusses how bull markets can mask potential issues, such as high fees, tax inefficiencies, and poor portfolio allocation. With recent market shifts, these problems may become more noticeable, and it's important to take a step back and evaluate your portfolio. She explains what tax drag is, how capital gains taxes differ from ordinary income tax, and why tax-efficient investing matters.      Whether you're navigating volatile market conditions or just looking to optimize your investment strategy, Megan shares actionable steps to help you assess your current financial position and adjust your approach.   Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, boo