Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies. April 8, 2025
April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE
Get Our Latest Content
Sign-up to receive email notifications when we publish new articles, podcasts, courses, eGuides, and videos in our education library.
Subscribe NowSubscribe to our Education Library
Related Resources
Is Inflation Ruining Our Lives?
By Jake Elm, CFP® , Financial Advisor
Gallup conducts a survey each year asking Americans their biggest financial concern: As you can see, starting in 2022, worries...
April 7, 2025 Tariffs and Market Update: LIVE
Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tariffs and the latest market...