Tax Moves Advisors Should Be Making Before Year’s End

Tax Moves Advisors Should Be Making Before Year’s End
Financial Advisor | September 27, 2021

“After years of strong growth, clients might find themselves in a completely different allocation—and likely higher risk exposure—than their original plan called for, based almost entirely on the growth of the stock side of their portfolio,” said Jeff Winn, managing partner at International Assets Advisory in Orlando, Fla.
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