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Navigating the Current Mortgage Interest Rate Environment

The home mortgage is often the biggest transaction of a person’s life. In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. Whether you’re a homeowner, prospective homebuyer, or even an investor, understanding the impact of the current mortgage interest rate environment is crucial to one’s overall personal … Read more

Is Tax Loss Harvesting Worth It?

Introduction After a rough year in the market, it’s rare an investor didn’t experience losses. How you treat those losses come tax time can mean a lot in the long run of your financial plan. “Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Tax harvesting is … Read more