Wealth Matters

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April 14, 2020

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Have losses? Plan so that you can use them!

Catherine (Cathie) Brayley, Regan A. O’Neil

One of the consequences of COVID-19 is volatility in the stock market.  Some investors facing losses in their portfolios are considering strategies to crystallize them and use the losses to offset capital gains.  One-half of capital losses (referred to as...


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