facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Retirement Blog

If you're looking for Mike's blog on various retirement planning topics, you have found it-- Check back for updates every few weeks!

Should I Harvest Capital Gains? Thumbnail

Should I Harvest Capital Gains?

You may have heard the term “tax loss harvesting” – which is when you realize capital losses on your investments, often to offset other taxable capital gains. But what is “tax gain harvesting?” Why would you want to purposely realize taxable capital gains if you didn’t have to? Check out this video to see why harvesting your capital gains can be a very savvy tax strategy for many! Registered Representatives of Cambridge Investment Research, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Read More
Check the background of this firm/advisor on FINRA’s BrokerCheck.