Broker Check

Is Tax-Loss Harvesting For You?

September 18, 2020

There are plenty of things you can harvest, and it’s even harvesting season, but did you know that you can harvest your taxes? Investopedia defines tax-loss harvesting as the selling of securities at a loss to offset a capital gains tax liability. This can be an effective investment strategy and is typically something considered at the end of the year.

If you’re interested in discussing how tax-loss harvesting can fit into the current strategy we’ve established, please contact the office.

Wishing you a bountiful harvest season! 

Cetera does not provide tax advice.