Art Tabuenca
Founder & Partner
EarthFolio
Inspired and driven by the idea that sustainable investing should be both simple to do and deeply meaningful, Art founded EarthFolio, the nation’s first online advisory platform. Art has been a leading voice for responsible investing for over fifteen years and an investment professional since 1991.
Get in touch with Art by email or on Facebook.
Losses: Learn To Move On
In a topsy-turvy year with more losses than gains, taxes can be a welcome silver-lining. By “realizing” or selling investments (stocks, mutual funds, etc.) at a loss you can offset stocks that were sold at a gain or even potentially offset your income up to $3,000.
Tip:
Investments can shift during the course of a year. Use tax-loss selling as an opportunity to rebalance your portfolio back to its original goal and risk tolerance.
These tips have been provided for informational purposes only and should not be considered as investment or tax advice or as a recommendation of any particular action. This material provides general information only. EarthFolio does not offer tax advice, and these tips should not be relied upon as tax advice. Each investor?s circumstances are different, and you should consult with your accountant to discuss any potential tax implications with respect to your particular financial situation.
EarthFolio does not endorse and is not responsible for the content, product, or services of other third party sites.