Money Moves with Maggie

Give the Gift of Stock This Holiday Season

Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock as a gift can help you build wealth over time while offering tax benefits for the giver. A gift that grows in value could be far more impactful than anything else on your wish list. Make this holiday season about investing in your future!

Money Moves with Maggie” features Maggie Shipley, our next-gen advisor at Argent Bridge Advisors. This is a monthly series tailored for Maggie’s audience of millennial/Gen Z next-generation investors. Each video provides quick, actionable insights to help the viewer navigate and optimize finances. Please invite your friends and family to tune in for bite-sized financial tips and insights that seek to empower the next generation of investors when making strategic decisions about their money. Get to know Maggie and improve your financial literacy in just 1 minute each month! Are you ready to take action or make a move that leads to your financial success? We are always available to answer your questions about this topic, or any other topic regarding your wealth planning.

You can reach out to Maggie (maggieshipley@argentbridge.com) directly to discuss!

By: Maggie Shipley, Private Wealth Advisor