The stock market has been volatile, what should you do?
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1st, why listen to me?->
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My 22+ year career was at two of the largest financial services firm
I am a Chartered Financial Analyst
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Given my roles, I am aware of how Financial Advisors can and can't help you.
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Call your Financial Advisor and ask about Tax Loss Harvesting
In Your Taxable Account
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Most Financial Advisors do not have the tools to proactively identify tax loss harvesting, so they focus on end of year.
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Max out your 401k! It's hard, but do it.
Your Retirement Account
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For many reasons, FA's are dissuaded from giving advice on your 401k. So they will not tell you to max out your 401k
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It's hard to outperform the stock market
But it is easy to save money on taxes. Max out your 401k!
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See more tips from a Chartered Financial Analyst
Read more about why to max out your 401k
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