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Insights & Ideas

Keeping you at the forefront of modern investing
What is your cost basis? Whether you’re a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here’s how.
With Tax Day right around the corner, here are eight things to keep in mind as you prepare to file your 2021 taxes.
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Here are 10 tricks we sometimes play on ourselves when it comes to money—and how to treat yourself better.
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Avoiding simple mistakes can extend the life of your portfolio.
There are many roads to financial well-being. Every person’s path will be different, but those who enjoy uncommon success share some common ideas.
How to locate missing retirement funds.
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IRAs may offer tax benefits, but breaking the rules can have severe consequences for your savings. Here’s how to avoid some common IRA tax pitfalls.
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The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?
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Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.

Important Disclosures

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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