BLOGS. November 9, 2022
Market Turbulence Makes Tax-Loss Harvesting Timely
Investors are trying to hold on while global markets continue their roller coaster ride this year. Given these ups and downs, your clients’ portfolios likely include both realized gains from early in the year and unrealized losses from the recent downturn. Now is the time to review a client’s realized gains and plan for tax-loss harvesting (TLH), which is to sell investments that have lost money to offset realized gains with losses, and shave your clients’ capital gains tax obligations for 2023.
Read more
Recent articles
BLOGS. April 24, 2024
Validate Your Most Important Numbers with a Shadow Servicing Solution
Read more
BLOGS. April 23, 2024
Fees, Expenses, Performance and Changes to the Investment Advisers Act
Read more
