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‘Tis the season for tax-loss selling

As the year-end approaches, many investors with taxable accounts may be seeking to dispose of securities that have lost money, especially during Sept – Oct. The strategy of tax-loss selling allows the investor to claim a capital loss, which offsets capital gains for the current year. Any unused net capital losses can then be applied […]

Six financial planning tips for business owners

Running your own business? You’re in good company. There are one million small businesses coast-to-coast operating with fewer than 100 employees.  As a small business owner and entrepreneur, you are already aware of the overwhelming amount of effort it takes to make your business or practice success. From the day to day issues that takes […]

‘Tis the season for tax-loss selling

As the year-end approaches, many investors with taxable accounts may be seeking to dispose of securities that have lost money, especially during Sept – Oct. The strategy of tax-loss selling allows the investor to claim a capital loss, which offsets capital gains for the current year. Any unused net capital losses can then be applied […]

Six financial planning tips for business owners

Running your own business? You’re in good company. There are one million small businesses coast-to-coast operating with fewer than 100 employees.  As a small business owner and entrepreneur, you are already aware of the overwhelming amount of effort it takes to make your business or practice success. From the day to day issues that takes […]