Episode 2Runtime 9 min 46 secBy Shaun M. Jones, CFS, CFP®
Tax Loss Harvesting: Demystifying the Process Shaun Jones debunks some myths about tax-loss harvesting and explains his strategy in using the device for year-end savings.
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fee-only fiduciary firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
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