Esther Halt |

Esther Kuznetz discusses why having more than one account or more than one mutual fund might not give you the diversification you think you have.

 
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Esther Halt |

Esther Kuznetz discusses what is a TOD Account and why they are important.

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Esther Halt |

Esther Kuznetz discusses how assets are transferred to beneficiaries in different accounts and the tax implications for each type of transfer.

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Esther Halt |

Esther Kuznetz discusses why now might be a good time to rebalance your portfolio.

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Esther Halt |

Esther Kuznetz discusses why you might not have your 1099’s yet, when to expect them and how taxes are calculated in different accounts.

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Esther Halt |

Esther Kuznetz discusses what happened to the stock market when social media hacks forced a short squeeze on hedge funds.

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Esther Halt |

Esther Kuznetz discusses her most used adages and why they are important to know.

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Esther Halt |

Esther Kuznetz discusses how you can "harvest" your losses to keep your capital gains taxes lower.

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