Select Page:  Posts Per Page

‘Tis the Season… To Evaluate Your Investments

As the end of the year approaches, everyone is busy prepping for the holiday season. It’s a celebratory time of the year to enjoy with family and friends. It is also a good time of the year to evaluate your investments to see if there are any changes that you can make to help ease your tax liability come April. Here are some year-end tax-tips to consider*:

Consider tax-loss harvesting. If you have a security in your portfolio that may be at a loss from the original amount purchased, consider selling it to “harvest” the loss. This loss can be…

Select Page: