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Harvesting Capital Losses

What Issues Should I Consider When Harvesting Capital Losses?

Financial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses?

September 1, 2022 by Marc Bautis

With markets down so far this year, there's a spotlight on tax-loss harvesting. Here's an overview of what you should consider before employing this strategy, including the effect harvesting losses may have on your overall portfolio goals.

Read moreFinancial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses?

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Bautis Financial
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Montclair, NJ 07042
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    • Business Valuation Advisor
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