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Tax loss harvesting energy investments

Your year end tax and investment plan should include tax loss harvesting your energy investments. If you hold energy sector investments in your taxable investment accounts chances are you have loses.  Now could be a good time to do a…

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Q3 2015 Market Commentary

The markets just wrapped up their worst quarter in five years. All three major indices entered correction mode during some point in the quarter, meaning they had dropped 10% below their recent highs. For the quarter, the S&P 500, DOW,…

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