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39 Wealth Management Issues Investment Issues Investment Risk Management

Coping with Market Volatility

During times of economic uncertainty, financial markets are characterized by wide swings in market value. The “market volatility,” with prices […]

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39 Wealth Management Issues Financial Planning Income Tax Planning

What is Tax Loss “Harvesting”?

Introduction Tax-loss harvesting is when an investor sells securities at a loss to offset a capital gains tax liability. This […]

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