Wealth Dimensions

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It's been a wild year, and with that you may have some opportunities to take advantage of. With year-end approaching, we wanted to go over a few strategies that you can implement into your financial plans.
Today we’re discussing a strategy that we've deployed during times of market volatility – tax loss harvesting. We often advise clients not to make drastic moves like getting in and out of the market when the stock market is down. However, that doesn't mean we sit on our hands and do nothing.
Easy to read highlights about the 2017 Tax Reform Bill presented by Wealth Dimensions - a Cincinnati-based Wealth Manager.

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