Q3 2013 Investment letter. In the upcoming quarter we will review our clients’ portfolios for capital gains and losses. This allows us to make tax aware changes to portfolios and to re-balance them if necessary. Q3 2013 Letter
Q3 2013 Investment letter. In the upcoming quarter we will review our clients’ portfolios for capital gains and losses. This allows us to make tax aware changes to portfolios and to re-balance them if necessary. Q3 2013 Letter