BetterInvesting Portfolio Manager

It is approaching the end of the year when we all need to assemble good records of our investments before income tax time. This is an excellent tool to help you rebalance your portfolio and make decisions on possible sales to take advantage of the current capital gains rates or to take losses against gains during the year.

Feel free to bring your own laptop and take advantage of the library's free wi-fi.

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Our next CIG session will be February 6, 2010 on BI Wiki and Other Sources