Tax Loss Selling

Tax Loss Selling

 Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you're over age 55, an investor, and [...]
Repairing Your Investment Portfolio Amid COVID-19

Repairing Your Investment Portfolio Amid COVID-19

 Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That's why we created this 3-minute video about how rebalancing your investment portfolio can help repair some of the damage from the COVID-19 pandemic.   Video Transcription: Hey, Kansas City, my [...]
TRPG Digital Event: Coronavirus and Market Volatility

TRPG Digital Event: Coronavirus and Market Volatility

On Monday, March 31, 2020 we hosted a joint digital event with Apollo Lupescu, Vice President Dimensional Fund Advisors. During the event we discussed: The “human element” to investing The overall health of the financial system Coronavirus and other unprecedented events Temptations to avoid or actions investors should take going forward *This post was originally [...]