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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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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

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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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 …