Archive | December, 2009

6 things you should do before 2010

1. December 2009

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by CharlesSchwab Manage your investments for potential tax savings It’s smart to think ahead—especially if your investments have fallen behind. If you decide to sell losing assets before year-end, you can use those capital losses to offset taxable capital gains. Review your portfolio Major market swings can cause your investment allocations to shift. By rebalancing, you can restore [...]

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