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Money and Finances
Reply to "Tax-Loss Harvesting"
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[quote=Anonymous][quote=Anonymous]Do you not already have a wealth manager? Anyone can do this if you have losses to offset gains. [/quote] Ok so thanks this is what I was avoiding. Yes we have a wealth manager. Yes I understand this. I’m looking for a group that does this more proactively. Not just offsetting loses/gains. If you have a specific group you like, you will know what I’m talking about. [/quote]
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