Small moves, timed well
Harvesting losses, maxing out tax-advantaged accounts, and reviewing charitable giving before December 31st are unglamorous, but they compound over a career of investing.
None of these require predicting the market. They just require a calendar reminder and a advisor who checks in before, not after, the deadline.
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Les performances passées ne garantissent pas les résultats futur. Le support d'investissement en action présente un risque de perte en capital.
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