In Part 1, we looked at how investors can harvest losses after an ex-dividend date to keep the dividend while still lowering taxable...

In Part 1 of our series, we explored how investors can combine dividend collection and tax loss harvesting by selling just after an...

Dividend stocks have always held a special place in many investors’ portfolios. They provide a steady income stream, offer the potential...

How Strategic Realized Gains Up to $96,800 Can Be Completely Tax-Free When it comes to building long-term wealth, most investors obsess...

Most investors think tax loss harvesting only works in down markets. After all, how can you harvest a loss when your portfolio is hitting...

Tax loss harvesting is celebrated as a powerful strategy for reducing capital gains and improving after-tax returns. But like any tool,...

Tax loss harvesting is celebrated as a powerful strategy for reducing capital gains and improving after-tax returns. But like any tool,...

Global investing allows you to tap into growth everywhere—Emerging Markets, Europe, Japan, ASEAN. But while diversification across...

In the world of modern compensation, cash is no longer king — especially in tech. More than ever, employees are being paid in RSUs ,...

Tax loss harvesting isn’t just about capturing a paper loss to offset gains — it’s about doing so without compromising your investment...

When we talk about tax loss harvesting, the focus is often on year-end planning, reducing capital gains taxes, or improving portfolio...

For most investors, the idea of leverage conjures images of risk: margin calls, debt spirals, or speculative bets gone wrong. But for...

Investors often find themselves in a tough spot: they hold a few big winners—maybe they got in early on Nvidia or Eli Lilly—and the gains...

Markets rarely move in a straight line. Even during long bull runs, different sectors fall in and out of favor. One year it’s tech stocks...

Tax Loss Harvesting During a Job Transition Introduction: Why Job Changes Are a Hidden Opportunity for Tax Savings Changing jobs—whether...

When it comes to building wealth as a married couple, your tax status is one of the most powerful levers you can pull. For those filing...

When markets swing violently—surging one month and slumping the next—it’s easy to feel like your portfolio is out of control. But for...

As of April 2025, the U.S.-China trade war has intensified significantly. President Trump's administration has imposed tariffs reaching...

Market downturns and periods of extreme volatility often leave investors feeling uneasy. Seeing red across your portfolio can trigger...

Most investors are taught to think conservatively about taxes: minimize gains, hold for the long term, and avoid unnecessary...