Financial Education Center

What Is Tax-Loss Harvesting and How Can It Benefit Savvy Investors?

Tax-loss harvesting is a sophisticated tax strategy used by investors to capitalize on the potential benefits of losses in their investment portfolios. It involves a systematic approach to selling underperforming investments to offset realized capital gains, thereby reducing taxable income.

Municipal Bonds and Their Tax Advantages

Municipal bonds are subject to the uncertainties associated with any fixed income security, including interest rate risk, credit risk, and reinvestment risk. However, the tax advantages associated with munis and their potential ability to provide an ongoing income stream have traditionally made munis an important part of a portfolio. Read more about the importance of municipal bonds.