Planning

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February CMO: Is Diversification Dead?

It’s a question on investors’ minds these days as diversification hasn’t been as helpful as usual, recently.
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Tax Strategies 2015 Video: How to Defer Taxes

This video is devoted to deferring taxes—which can in some cases last for decades! We discuss contributing to a tax-deferred account, harvesting losses against gains (yes, that’s usually a deferral technique, not a way to eliminate a tax bill), and delaying the recognition of income or gains.
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