Blog & Resources

The doom and gloom of double-digit declines across both stock and bond markets in 2022 led many industry pundits to forecast a recession for 2023 that never arrived.

As the year comes to a close and you remembered you still need to buy your Christmas gifts, it is also a great time to review how much money you have spent this year.

As we get closer to 2024, it is important for investors and retirement savers to stay informed about the changes affecting their financial planning strategies.

Tax-loss harvesting (essentially, selling investments that lost value to offset capital gains) has gained popularity in the investment industry in recent years. Many investment firms make it sound like a no-brainer for their clients to implement, but that is really not the case.