Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.