Tax mitigation strategies when rebalancing your investment portfolio
May 27, 2026
Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
Turning stock downturns into tax advantages
March 19, 2025
If you invest in the stock market, you’ve probably owned some losing shares. Here are the rules for claiming losses on your tax return for depreciated or worthless stock.
Unlocking the mystery of taxes on employer-issued nonqualified stock options
December 3, 2024
You want to unlock the best possible tax results when exercising employer-issued nonqualified stock options.
The tax consequences of selling mutual funds
June 12, 2024
Investing in mutual funds is popular, but selling shares may result in complicated tax matters. Here are the rules.
What you need to know about restricted stock awards and taxes
November 7, 2023
Perhaps you receive executive compensation in the form of restricted stock awards. Here’s how these awards work, how they’re restricted and an explanation of the tax ramifications.
Investment swings: What’s the tax impact?
September 21, 2023
For some investors, 2023 has been a wild ride in the stock market. How will that affect your 2023 tax bill? Here’s how to determine the tax impact.
