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Tag: tax loss harvesting

  • Ask Matt & Joel

Ask Matt & Joel: How important is tax loss harvesting and sector investing?

  • September 21, 2024
  • Tagged as: alternative investments, betterment, financial advisor, retirement investing, robo advisors, tax loss harvesting

Today’s question comes via Adi from Michigan… “I recently hired a financial advisory firm to help me manage my funds and finances. After working with them for 4 months, I believe I have the time…

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