Bobby Cope, MS, CFP®

Bobby Cope, MS, CFP®
ASSOCIATE WEALTH MANAGER
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Recent Posts

tax loss harvesting savings vs. tax costs

Tax Loss Harvesting: How to Benefit From Your Investment Losses

Occasionally, we all regret an investment decision. We purchase a security thinking it is going to be a high performer, but it sinks in value instead.  We hold on to the security, thinking that...
December 19, 2019