Posts Tagged ‘investor’

The 4-Step Plan for Advisors When Markets Turn Volatile

Nervousness around COVID-19 and its implications for the global economy, a price war over oil between Saudi Arabia and Russia and an “emergency” half-point rate cut by the Federal Reserve all combined to form the perfect storm for investors in early March. Markets came off their record highs from February to take our portfolios –…

Read More

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