CSA Financial

July 13 , 2018 | Posted by Brad Schueler |

Tax Planning and Your Investment Portfolio

Summertime is back upon us and brings with it a break from school for families, summer vacations, and generally a more relaxed pace of life. The stock market has gotten off to a volatile start this summer. Market volatility can lead to rebalancing of an investment portfolio, which may, however, lead to tax consequences from

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