Portfolio

Tax Loss Harvesting

Are you looking for ways to lower your end of the year tax bill?  Consider utilizing tax loss harvesting.  By effectively implementing this strategy you can use losses sustained by some of the investments in your portfolio, to offset some or all of the capital gains by other investments.  In addition to lowering your capital gains…

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5-Point Portfolio Checkup

At your next portfolio checkup, here are 5 things that we recommend you get into the habit of reviewing. First and foremost you should address any changes to your needs and goals. As with any good plan, it is important to understand what, where, and when you are trying to get. If your goals have…

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