Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
7 Takeaways from Our Day with Goldman Sachs
By Debra Taylor, CPA/PFS, JD, CDFA™ Goldman Sachs recently held their Semi‐Annual Roundtable for a select group of financial advisors, providing us full access to the insights and thoughts of their top Portfolio Managers and Economists. Here are the 7 biggest takeaways from our discussions:
