FEATURED ARTICLES

Making a Charitable Contribution

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.

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Tax-Loss Harvesting

Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event.

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Federal Student Loan Relief

Are you or someone you know currently making federal student loan payments? In light of the COVID-19 pandemic, some welcome relief may be on the way.

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