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Any Time is Tax-Loss Harvesting Time

Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can he …

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Giving to Charity for the Holidays, Even Though It’s 2020

Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three d …

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