Four Tax Planning Questions to Ask Before Year - End...

Brooke Napiwocki, CFP®, MBA | September 11, 2019

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Please click on the highlighted text to see my video blog: Four Tax Planning Questions to Ask Before Year-End...

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Is your portfolio ready for what’s next?

January 18, 2021

Key Takeaways Despite the economic upheaval bought on by COVID in 2020, 2021 remains a year of hope. The start of the new year is a great time for investors to evaluate how their portfolios have likely drifted after a wild ride like...

Are You Really Diversified?

December 22, 2020

Investors who own stocks through an index fund like the S&P 500 or bonds via bond index funds often assume their portfolios are diversified and constant. Market dynamics and the construction of indexes can lead to concentration in...

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