In the newsletter we cover two strategies we employ when managing client portfolios to reduce taxes: Tax loss harvesting, and thoughtful asset location. (financialalternatives.com)
I began managing client portfolios in 2006 after three decades as a journalist, first covering everything from the police beat to presidential campaigns as a newspaper reporter, then covering mutual funds for Kiplinger's Personal Finance starting in 1994 as a writer and editor, including authoring a book, «But Which Mutual Funds?» (tginvesting.com)
• Provided financial counseling and advisement for managed client portfolios and acquired more than $ 1.5 MM in new assets for both companies. (resumemycareer.com)