2013, Debt Management and Financial Guidance

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

JANUARY 23, 2024

While some traditional financial advisors may practice year-end tax-loss harvesting, they may miss out on significant opportunities during the middle of the year. For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients.

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Financial Advisor Risk Tolerance Communication Taxes

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

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