Episode 32: Bogleheads on Investing – guest Phil DeMuth, host Rick Ferri
I'm talking taxes with author and investment adviser Phil Demuth, [...]
Episode 020: Bogleheads on Investing – guest Jeff Levine, CPA/CFP, host Rick Ferri
Jeff Levine CPA/PFS, CFP is my guest for this special Bolgleheads [...]
Coronavirus Sell-Off Presents Tax-Loss Harvesting Opportunity
Tax-loss harvesting and security swapping makes lemonade out of a [...]