How to invest in an index
We frequently talk about the importance of a diversified portfolio. Diversification across a wide array of stocks can help protect investors from certain types of market risk. There are several ways to invest in a diversified bucket of stocks; the most common include mutual funds, exchange-traded funds (ETFs), and direct indexing. What are mutual funds? […]
What is tax planning?
Ideally, your financial advisor and accountant are constantly looking for opportunities to lower your tax bill. Sue Mazzetti explains the ins-and-outs of tax planning.
What is tax-loss harvesting?
Tax-loss harvesting involves identifying investments that have lost money on paper (unrealized loss), then selling them to officially book the loss (realized loss). These capital losses can help offset any potential capital gains from other investments. To remain invested in the market, you may buy a new investment to replace what you sold–or even repurchase the original investment. There are restrictions around […]
