Search Results for: tax strategy
Investment accounts: Do you have a tax strategy?
When we talk about diversification, there’s more to consider than just what mix of stocks and bonds you have in your portfolio. We also want to consider the type of accounts you have those assets in. Let's dive in.
Taxes could increase in 2026: Are you prepared?
Absent an act of Congress following what’s promising to be a divisive presidential election, TCJA will sunset at the end of 2025. There's a lot on the line.
Tax Prep versus Tax Planning
For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket
Be intentional with your wealth
Most people don’t set out to accumulate wealth for the sake of it. Rather, people want to live comfortably and provide for their families. After that, many hope to put their money to work in the world. Truly maximizing your wealth requires you to manage it with intention. And those conversations require you to touch on more than just your finances.
How to navigate taxes on a ‘big money event’
The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a profitable investment, instead of celebrating them. This hesitation is nearly always tied to taxes: How much of my potential profit will I owe to Uncle Sam? Are there strings attached to this windfall? What’s the catch?
What Is Tax-Loss Harvesting?
We tend to think of losing money on an investment as bad, but capital losses can be useful when it comes to tax planning.
Tax location: Why the where matters
Managing investments means more than just which stocks, bonds, and other investments you own. Prudent investors should also consider where the investments live—specifically, whether it’s better to keep investments in taxable or qualified accounts. We call this tax location, and it can be an important part of wealth management.
