Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
CFP Board Picks 7 Best Retirement Research Papers of 2023
By John ManganaroMany of the papers recognized by the board tackle timely retirement planning questions.
November 22, 2023
9 Tax-Saving Strategies for Year-End 2023: Advisors' AdviceAdvisors shared some tax planning moves you might not have thought of.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023Here are eight important investing topics to discuss with clients in the next few months.
October 04, 2023
Big Returns from the 'Magnificent 7' Complicate Year-End Tax PlanningThough markets have performed better this year than last, excess returns have been concentrated among some big names.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.