by Joe Allaria CFP®, MBA | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
If Everyone is Selling, Who is Buying? Key Takeaways: The article explains that daily market pricing can make it look like value disappeared, even though big drops are often followed by big rebounds during periods of uncertainty. It argues that when you sell at a...
by Joe Allaria CFP®, MBA | Apr 29, 2020 | Article, Portfolio Management, Tax Planning
What is Tax-Loss Harvesting? Key Takeaway: Tax-loss harvesting is selling an investment at a loss in a taxable account to offset gains (and sometimes income), then reinvesting in a similar—non-identical—holding to avoid the wash-sale rule. The COVID-19 Crisis has had...
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