Tax Loss Harvesting: Making Lemonade from the Market’s Lemons
In a market as volatile as the one we’re experiencing now, it’s easy to focus on the short-term discomfort of fluctuating portfolio values. But volatility isn’t just something to endure—it also presents strategic opportunities. Tax loss harvesting is one of the most effective tools we use in these environments. At its core, this strategy allows […]
Volatility Inching Lower / Normal Inching Higher – April 16, 2025
Good morning, Stocks were volatile yesterday. The VIX (volatility index) remained elevated but off a tick. Solid results from big banks lifted the S&P 500 Index up +1% at the opening bell. However those gains were wiped out on signals that the European Union and the U.S. made no progress in bridging trade differences. China […]