Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.