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Demystifying Tax-Loss Harvesting in Custom Indexing: Understanding the Tax Impact

Introduction In the world of investment, savvy investors are always on the lookout for strategies to optimize returns and minimize tax liabilities. One such strategy, especially pertinent to custom indexing, is tax-loss harvesting. This blog post delves into tax-loss...

Understanding Custom Indexing and its Tax Impact on Investing

Introduction Custom indexing, also known as direct indexing or separately managed accounts, is an investment strategy that involves purchasing the individual securities that make up an index, allowing investors to manage each holding separately. This personalized...

Balancing the Scales: The Conundrum of Using Products vs. Investing in Them

In a world where investment choices echo our ethical and moral stances, the concept of Biblically Responsible Investing (BRI) has garnered significant attention. It urges investors to align their investment choices with biblical values, promoting a holistic approach...

Retirement Calculators

Looking for tools to figure out your retirment? The Colquette Group can help. Book a free consultation today so we can help you achieve the retirment you’ve always dreamed of.

How to Plan for The Future No Matter How Old You Are

If you havent thought about your financial future there is no time like the present. Check out our services page and if you think we can help or evan if your not sure and have some questions, we’re always happy to offer a free discovery call to see if what we can do.