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Tax Loss Harvesting

Did you know:

  • Tax-Loss Harvesting is a strategy employed by managers and advisors to rationalize and justify investment losses?

  • Tax-Loss Harvesting is often difficult to execute and ineffective long-term?

  • The point of investing should be to maximize wealth over time - not to avoid taxes?

Tax-Loss Harvesting can often distract investors from prudent long-term investing goals. Discover why adhering to an empirically-tested investing strategy can help protect your financial future instead.

Get answers to these questions and more at the next Investor Coaching Series call; Tax Loss Harvesting


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February 25

Dismantling Myths of Investing

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March 19

Dismantling Myths of Investing