5 Ways to Cut Down on Your Capital Gains Tax

Learn how to reduce your capital gains tax rates with tax loss harvesting, charitable giving and other strategies.

What is Tax Loss Harvesting?

Learn all about tax loss harvesting, whether the strategy makes sense for your portfolio, and tips to get started.

10 Items for Your Year-End To-Do List

Can you believe it? 2009 is almost over! The older I get, the faster they go! I thought I would put together a quick note to remind you of some helpful, year-end tasks you may want to consider: 1. Rebalance investment accounts – this is something few people do but I highly recommend. This involves bringing your investment accounts back …