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Fifteen Minute Financial Advisor

Nov 27, 2018

Nobody likes investments that lose money, but markets go up and markets go down. With that gyration in the markets the investments that make up a portfolio may find themselves deep in negative territory. An investor may realize these losses to counter-act any gains they may have realized earlier in the year, or gains they will realize later in the year. In this week's episode we look at some things to be aware of when determining whether tax loss harvesting is the right strategy for you.


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