Investor Coaching Series

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Tax Loss Harvesting

Investor Coaching Series

Tuesday, March 18, 2025

4:30pm Central Time (90-minute event)

(Virtually on Zoom. Registration required)

 

Did you know:

  • Tax-Loss Harvesting is a strategy employed by managers and advisors to rationalize and justify investment losses?
  • Tax-Loss Harvesting is often difficult to execute and ineffective long-term?
  • The point of investing should be to maximize wealth over time – not to avoid taxes?

Tax-Loss Harvesting can often distract investors from prudent long-term investing goals. Discover why adhering to an empirically tested investing strategy can help protect your financial future.

Registration

To register, please take the time to fill out the information below.






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