Why year-end does not have to be painful
If you take one thing from this: record it as it happens. We get asked this a lot, so here is the short version.
Ask us if you are not sure — a quick call usually settles it. The one habit worth keeping: record it as it happens.
We get asked this a lot, so here is the short version. We have watched this play out across many clients. We have watched this play out across years of returns. We hear this often, so here is the short version.
In short: a little order now saves a lot later. We hear this often, so here is the short version. The one habit worth keeping: record it as it happens.
We have seen it go both ways across years of returns. We have seen it go both ways across many clients.
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