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Your Advisor Expectations

Your Advisor Expectations

Talking Real Money - Investing Talk

January 12, 202318m 55s

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Show Notes

Today, Tom and Don share what they believe those who provide financial and investing advice should do for you, their clients. Plus, we hear from two listeners asking:

Does his strategy get around wash sale rules for tax losses?

Will the Treasury be sending annual 1099s for I-Bonds?


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