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Ask the Institute Archive


Ask the Institute Looks at Social Impact Investing

The investments clients choose should be intended to help achieve their financial goals – affording retirement, paying for higher education, leaving a legacy, for example. But shouldn’t they also reflect their core values, the things they deeply believe in?

Using Losses to Reduce Taxes

Employing “tax loss harvesting” – selling investments that have decreased in value since you purchased them – may reduce the amount you pay the IRS.