Thank you to all of those who participated in the Fall Q & A Forum. We found your questions and comments to be both interesting…

Thank you for your question. What your advisor is proposing is a strategy commonly known as "tax loss harvesting" by which holdings that are trading…

My financial advisor has suggested that I sell some of my investments that have dropped this year in order to "capture" losses that won't be…

Thank you for your question. I would break down the decision into three distinct categories - liquidity, returns, and taxes. From a liquidity standpoint, IRAs…