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How To Maximize Your Tax-Loss Harvest

The Fearless Advisor! How to Maximize Your Tax-Loss Harvest | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

You want to be strategic in handling asset-value declines. Tune in today to learn how to offset capital-gains taxes by maximizing your tax-loss harvest!

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What is Conservative Investing?

The Fearless Advisor! What is Conservative Investing? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

True conservative investing is beating inflation to maintain your purchasing power and fuel your life goals. Tune in to find out how this applies to you!

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Is Volatility Good or Bad?

The Fearless Advisor! Is volatility good or bad?

Volatility is “a tendency to change quickly and unpredictably.” The stock market can indeed swing greatly. Tune in to hear what you SHOULD be chasing!

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