Tax Loss Harvesting
Client Login by Drew Barnes, CFP® Experiencing portfolio declines and market volatility isn’t enjoyable. Nobody likes to open their statements and see a lower balance. While the elevated volatility in 2022 hasn’t been welcomed, it does produce a few opportunities. One of those opportunities is the strategy of tax loss harvesting. What is Tax […]
Equity Market Update
While the investment landscape can always be challenging to navigate, there are currently a multitude of factors driving stock market volatility. Be it high inflation, the prospect of the Federal Reserve raising interest rates, or the Ukraine-Russia crisis, 2022 has brought elevated volatility not seen since the arrival of COVID-19. As a result, we have […]