stock market Archives - Adviser Investments

Investing for Life

stock market

Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

Get the Guide

Tips for Tax-Loss Harvesting

This week’s reader question: What is the best way to think about tax-loss harvesting—what are your thoughts on timing and best practices?
Cathy Lee, Tax Associate, had this to say: Tax-loss harvesting—selling a losing investment to reduce your tax obligations—can help minimize taxes by offsetting capital gains and up to …

Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Impacts of Biden Administration Policies

We’ve received numerous questions from clients asking about the new Biden administration and its relationship with Wall Street, as well as the potential impact of new policies on the economy, markets, energy and municipal bonds. Chief Investment Officer Jim Lowell explains his thinking in our recent webinar,* A …