Day: February 7, 2018

Science, Industry and Business Library (SIBL) Programs February 8 2018

DATE/TIME TITLE/DESCRIPTION LOCATION Thu, February 8 @ 3 p.m. MONEY MATTERS Asset Allocation Does your portfolio have too many investment positions and seem complicated? Are you holding the right investments in your taxable accounts? How does new tax law affect your investments? Frequent rebalancing creates a tax liability – which account should you rebalance? Are […]

Science, Industry and Business Library (SIBL) Programs February 8 2018

DATE/TIME TITLE/DESCRIPTION LOCATION Thu, February 8 @ 3 p.m. MONEY MATTERS Asset Allocation Does your portfolio have too many investment positions and seem complicated? Are you holding the right investments in your taxable accounts? How does new tax law affect your investments? Frequent rebalancing creates a tax liability – which account should you rebalance? Are […]