New Year's Investment Review
The market seems to be recovering, although it is hardly a sure, sound recovery at this point.
While most advisors agree that we're on the way back, timing and direction are not certain.
At New Year's, you should always review your portfolio.
Give your investments a thorough checkup to determine if any changes should be made.
As part of doing so, look at the possible tax savings that could result from selling any losers.
Remember that these losses are limited to the amount of gains you've had for the year plus $3,000.
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(Please note that these columns are written several weeks in advance so publishing it will be delayed accordingly.)