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Navigation: Home » Archives for tax loss harvesting

tax loss harvesting

Can You Trust A Roboadvisor With Your Money?

Personal Finance     March 20, 2016 by PK

Can you trust a roboadvisor? And, by the way, what is a roboadvisor? The definition of Roboadvisor still isn’t fully set in stone, but roughly speaking it’s a software tool which manages your portfolio and gives financial advice and action items without the need to consult (often) an outside human advisor. Because there are so […]

Riding the Market Weather

Bay Area  Economics  Investing  Personal Finance  Retirement  Taxes     October 19, 2015 by CameronDaniels

June 29th, 2006. It was an innocuous day as the stock market was booming in the post-9/11 recovery. The economy was torrid and the unemployment rate was 4.6% in the USA. That fall, I opened up my checking account with Charles Schwab with their floating-rate free checking account (with no minimums or ATM fees) was paying […]

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