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Tax Loss Harvesting
“Don’t Let the Tax Tail Wag the Investment Dog” If you are like many investors you have a position or two in your portfolio that you thought had ‘unlimited potential’ but unfortunately have delivered results that are anything but that!  You have most likely pushed them out of your mind but you get a monthly...

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Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

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