Financial Education Center

Year-End Tax Planning: An Explanation of Tax-Loss Harvesting

As we approach the year-end, seasoned advisors are gearing up for the annual ritual of tax-loss harvesting, a strategic maneuver aimed at optimizing client portfolios. As we delve into this year's year-end maneuvers, our aim is to approach the process with wisdom, finesse, and the understanding that our clients’ portfolios and overall tax circumstances differ.

Active Versus Passive Portfolio Management: Which Investment Method Is Right for You?

A common debate among investment forums is regarding the merits of active versus passive portfolio management. Whatever method an investor chooses, they will need to weigh their financial goals, the time horizon, and risk tolerance into their strategic long-term asset allocation approach.