Harvesting Gains and Losses (No Prior Farming Experience Needed)
Anyone with a taxable investment account should be thinking about gain/loss harvesting.
Charitable Planning – Leveraging Those Gains
The IRS encourages charitable giving by classifying donations to qualified charities as tax-deductible. As a result, it’s possible to “do good, while doing well.”
Should You Add Real Estate to Your Portfolio?
We talk a lot about stocks and bonds, but we spend less time on hard assets like commodities or real estate. Investing in real estate is very similar to investing in stocks, so it requires many of the same principles as any other asset class, just with a little twist.
