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Tax Loss Harvesting

The gist of tax loss harvesting is realizing investment losses to offset investment gains or earned income. While that seems fairly straightforward, is anything really ever straightforward when it comes to the government and its tax laws?

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Equity Asset Classes

Because investing is WAYYYY to broad of a topic for one blog post, we’re breaking it down and just covering equity classes in this post. Equity assets are generally broken down by three methods: growth vs. value, location, and market-cap.

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