You’ve just had your portfolio review, how can you be sure your advisor is listening to you? Mike shares the importance of a follow-up letter and how it keeps everyone on the same page.
The Philosophy of Giving and Tax-Loss Harvesting
Posted on November 19, 2021
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.