Insider

Financial Planning

4 Personal finance to-do items no matter what 2017 brings

Investors and the media alike are expected to focus on interest-rate increases and proposed changes to income and estate taxes as key discussions going into 2017. While both topics will present new challenges or opportunities in personal finance, there are perhaps more unknowns at this time than there are objective criteria one could use to… More >

Tax-loss Harvesting

Tax-loss selling is a common tax planning strategy. Harvesting a loss generates current tax savings. Even if a position that is harvested for a loss is then later sold at a gain, there is an opportunity for tax deferral in the meantime, which can create a modest economic benefit. A loss now produces additional dollars… More >