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Month: December 2021

Spend Wisely During the Holidays

By iA Private Wealth, December 06, 2021

Most people look forward to the holiday season because it’s a time to shift focus from work to family and friends. Whether the holiday gatherings are in-person, virtual or a combination, it’s nice … Read the rest

Lower Your Tax Bill with Tax-Loss Selling

By Grant White, December 03, 2021

As we approach year-end, it’s very important to think carefully about your investment portfolio from a     tax-efficiency perspective. If you have mutual funds, ETFs, stocks or bonds in a non-registered account, that means looking … Read the rest

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