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Tax Loss Harvesting
Episode 671

Tax Loss Harvesting

Investors' Insights and Market Updates

January 26, 20234m 12s

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Show Notes

Watch or listen to this week’s educational episode to hear Trey Booth and Ty Miller talk about the possible benefits of a down market when it comes to taxes.

 

Trey Booth, CFA®, AIF®
Chief Investment Officer
Wealth Consultant
Email Trey Booth here

Ty Miller
Associate Vice President
Email Ty Miller here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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