Day

May 28, 2020

Why Tax-Loss Harvesting Is A Good Idea

Over the last few weeks, the CJM team has been busy rebalancing our client portfolio’s and tax loss harvesting. So what exactly is tax-loss harvesting? It’s basically realizing a capital loss while maintaining the same exposure. For instance, if in your portfolio, there is a US equity fund with a $50k loss, you can sell...

Are you ready to experience the Human Side of Wealth?

Contact CJM today for a Complimentary Consultation.

(631) 777-1030
Send Us an Email