Tax Loss Harvesting Explained
Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors.
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Financial Planning
Getting Ready for the New Year: Financial Planning, Scheduling & Office Operations
In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office. They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong.
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PART II | What Advisors Are Seeing as Q4 Unfolds
Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.
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How To Make Retirement Last
This edition of Off the Charts Jordan Dunsmore, CEP® offers expert insights and practical strategies for aligning your retirement plans with your values.
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The Truth About Financial Literacy & Your Well-Being
What does financial literacy really mean, and why does it matter more than ever?
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How the NFL Draft in Pittsburgh Is Fueling a Local Economic Surge
The spotlight was on Pittsburgh for the latest NFL Draft, and the impact goes way beyond football.
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