Investments are well-known tools to build long-term wealth through growth and income. However, many people may not understand that their investments can provide opportunities for tax-savings strategies. Tax loss harvesting can be an excellent way to leverage a portfolio in volatile markets to create value from investments that have temporarily dropped in price, as many did in 2022. We encourage you to watch this video, as we walk through a case study based on a BFS Advisory Group client family that benefitted from the tax loss strategy that we implemented last year. If you would like to understand the tax strategies and tools we use with our clients, please contact us at firstname.lastname@example.org.
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.