Category Archives: Trading Strategies

The Impact of Elections on the Markets and Tax Policy

The Impact of Elections on the Markets and Tax Policy

With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?” As financial professionals, we’ve done some homework and come to the following conclusion: you may…

Read more

Tax Loss Harvesting Provides Investors Tax Alpha for Investment Portfolios in 2024 Tax Year?

Tax Loss Harvesting Provides Investors Tax Alpha for Investment Portfolios in 2024 Tax Year?

Now is the time, for the 2024 tax year, to take a good look at your non-qualified, taxable investment accounts to consider tax loss harvesting strategies for your portfolios. Effective tax loss harvesting can help increase the Tax Alpha for your investment portfolio. A positive Tax Alpha impact on investment performance occurs when capital gains…

Read more

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

Written by Stephen Ostrofsky, CFP® Most long-time investors can remember when interest rates were at a level which made bonds a viable asset class in portfolio allocations for most investment objectives and risk tolerances. As an asset class bonds provide portfolio stability as a reliable source of income and a hedge against stocks declines…

Read more

Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists

Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists

Now is the time to take a good look at your taxable brokerage accounts to consider tax loss harvesting strategies for your portfolios. Effective tax loss harvesting can help avoid capital gains taxes that will be due next year on April 15th. Every investment portfolio has unrealized gains and losses. The key to effective tax…

Read more

1
2
3