Archive for November 2018

Watch Out for the Wash Sale Rule When Harvesting Losses

In a down market, many investors look for opportunities to reduce tax liabilities by harvesting losses. As you’re considering selling assets, however, one important regulation to keep in mind is the Wash Sale Rule, in which the IRS can disallow a tax deduction for a security. A wash sale occurs when an investor sells or…

Read More

Leading With Gratitude

“Reflect upon your present blessings, of which every man has plenty; not on your past misfortunes, of which all men have some.” ~Charles Dickens Americans talk a lot about thankfulness this time of year. The holidays tend to bring out a “count your blessings” state of mind for many of us. We are grateful for…

Read More

All Eyes On … Ben Sullivan!

Name: Ben Sullivan Title: Advisor Model Analyst   How long have you been with AE Wealth Management? 18 months   What made you decide to join AEWM?  Their heavy involvement in the community and their investment in the growth of their employees’ careers.   Tell me about your role, department and what they do?  I work…

Read More

6 Things to Know About Harvesting Capital Losses

When markets experience a significant downturn, it can be challenging to find a “bright spot” in the midst of bad news. However, opportunity for investors still exists even when markets drop. One such opportunity is the ability to potentially reduce taxes by harvesting capital losses. When an investor sells an asset at a loss, that…

Read More