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Category Archives: Wealth Management

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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…
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Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference?
With international stock markets comprising about 40 percent of the world's capitalization as of 2023, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual…
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Tax Loss Harvesting Strategies for Investor Portfolios in 2023 Tax Year

Tax Loss Harvesting Strategies for Investor Portfolios in 2023 Tax Year
Now is the time, for the 2023 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 avoid capital gains taxes that will be due next year on April 15th. Every investment portfolio has unrealized gains and…
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