Retter Capital Management, LLC | Edwin Retter, CFP®, CMT

Remember These 4 Things When Filing Your 2023 Taxes

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Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

Retter Capital Management LLC is a Registered Investment Adviser. Information presented is for educational purposes only and is not intended to be an offer or solicitation for sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and, unless otherwise stated, are not guaranteed. Technical analysis involves the study of trends which may or may not persist.