The TaxLetter •2019-02-03 •
Accountant, income tax and wealth management adviser Mark Goodfield (aka The Blunt Bean Counter) walks us through the process of planning for and using capital losses to offset capital gains Read More
The Investment Reporter •2019-01-16 •
Rebalancing your portfolio leads to trading costs. These include brokerage fees when you sell one investment and reinvest in another, bid-ask spreads and taxes on realized capital gains.
Rebalancing is a Read More
The TaxLetter •2016-06-09 •
Watch the mutual funds outside your registered accounts. Otherwise, you may find yourself on the hook for taxes if you buy just prior to an end-of-year capital gains distribution. And Read More
The MoneyLetter •2016-01-31 •
Make rebalancing your portfolio a resolution for 2016. Consider your circumstances, set targets . . . and stick to them.
Rebalancing your portfolio is critical to successful investing. We advise you Read More
