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Financial TIPs

Tax-Loss Harvesting: Opportunities and Obstacles Thumbnail

Tax-Loss Harvesting: Opportunities and Obstacles

So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools” we can employ to potentially enhance your bottom line. Tax-loss harvesting is is the equivalent of turning your financial lemons into lemonade by converting market downturns into tangible tax savings. A successful strategy lowers your tax bill, without substantially altering or impacting your long-term investment outcomes.

Investment Financial Planning
The Role of Fixed Income Thumbnail

The Role of Fixed Income

The coronavirus impact on the global economy has been front page news all week.Instead of expending valuable energy on perennial uncertainties, we suggest that a more practical approach to managing your portfolio is to optimize the components that are more readily within your control - the fixed income and equity portions alike.

Investment