taxes Archives - Adviser Investments

Investing for Life


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 $3,000 …

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Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Whiplash Economy, Travel Lane Stock Market

Please note: This update was prepared on Friday, May 28, 2021, before the market’s close. Wall Street prepared to end the sunny month of May in the black, despite mixed data this week revealing a fair-to-middling economic recovery experiencing pandemic-related whiplash. While inflation spiked, personal incomes dropped double digits, durable goods orders …

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Social Security's Role in Your Retirement

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