Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.