Your Advisor Expectations
- Author
- Don McDonald
- Published
- Thu 12 Jan 2023
- Episode Link
- None
Today, Tom and Don share what they believe those who provide financial and investing advice should do for you, their clients. Plus, we hear from two listeners asking:
Does his strategy get around wash sale rules for tax losses?
Will the Treasury be sending annual 1099s for I-Bonds?
Learn more about your ad choices. Visit megaphone.fm/adchoices
