The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."