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Wealth Management

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Capital gains - taxes on a loss

Capital Gains - You May Have to Pay Taxes on a Loss!


You meet with your accountant and he informs you that you need to pay capital gains taxes even though the mutual fund you bought posted negative returns. You have not sold any funds or made any portfolio changes. How does this happen?

Good negative returns funds

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Pension/defined benefit plan statistics

Pensiondefined benifit plan statistics.png

Longevity risk

Longevity risk.png

Sequence risk and impact of skipping a year of retirement distributions

Sequence risk and impact of skipping a year of retirement distributions.png

The solution to losing money in a downturn is understanding a client's risk tolerance

The solution to losing money in a downturn is understanding a client's risk tolerance.png

The solution to losing money in a downturn is to stick to a financial plan

The solution to losing money in a downturn is to stick to a financial plan.png

Savings needed for drug expenses for retirement at age 65 in 2018

Savings needed for drug expenses for retirement at age 65 in 2018.png

Rationale for strategic sector allocation

Rationale for strategic sector allocation.png

Historical stock and bond correlation

Historical stock and bond correlation.png

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