Consumer spending, oil production and consumption, interest rates and other world events continue to bring volatility to the markets. And, this is the time that many people review their portfolio and make decisions that can affect their taxes. That is why we have focused this month on what it means to harvest tax losses. We hope this provides information and clarity. As always, we are available to talk through and advise on options available.
As the LifeSteps family prepares for the Thanksgiving holiday, we give thanks for our clients, colleagues and friends. We appreciate your faith in us, how you continually support our efforts and the continual learning we acquire with each conversation. Our best wishes for a Happy and Safe Thanksgiving holiday.
Henry Ford, Principal