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From blogs to vlogs, keep up with the latest from our team.

Tax-Smart Investing Strategy

You shouldn't be reviewing tax loss strategies in just December. I am seeing a lot of people talking about tax loss harvesting in December. It should be something you review year-round!

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Beating the Market

Beating the market, and knowing when to get in and out, are all extremely difficult. Just take Facebook and its performance since it went public as a perfect example.

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