Tax-Loss Harvesting

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/3f/b7/58/3fb75888-7ee4-9cbb-117e-a0b58a19b1ed/mza_17606012155943554128.jpg/600x600bb.jpg

Get To It With Grace

Grace Speckman, CFP® | Evans May Wealth

21 episodes

1 week ago

Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…

Investing

Business

RSS

All content for Get To It With Grace is the property of Grace Speckman, CFP® | Evans May Wealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/23488573/23488573-1657722056159-800396ef1c99a.jpg

Tax-Loss Harvesting

Get To It With Grace

7 minutes 17 seconds

3 years ago

Tax-Loss Harvesting

Tax-loss harvesting… have you heard of it? What is it and why is now a good time to be thinking about it? In this episode, I’ll tell you everything you need to know about tax-loss harvesting- how it works, when it makes sense to do it, and when it doesn’t. Let’s get to it…

Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC

The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.