A Year-End Surprise: A Tax Bill on Top of Your Mutual-Fund Losses
A Year-End Surprise: A Tax Bill on Top of Your Mutual-Fund Losses
2022 Key Tax Planning Numbers
Tax reference numbers for the tax year 2022.
PNWA 15 Slide Review November 23, 2022
Attached is a short video that Pacific Northwest Advisory sends out reviewing the economy and the markets using a variety of graphs and charts. Here is November's edition. Please let me know if you have any questions or would appreciate any further explanation on the topics covered.
PNWA Closed End Fund (CEF) Portfolio Review
A review of the Closed End Fund (CEF) Portfolio managed by PNWA.
PNWA 15 Slide Review October 13, 2022
Attached is a short video that Pacific Northwest Advisory sends out reviewing the economy and the markets using a variety of graphs and charts. Here is November's edition. Please let me know if you have any questions or would appreciate any further explanation on the topics covered.
PNWA Model Changes September 2022
Changes to the model portfolios managed by PNWA.