Giving The Gift Of Stock
With gift-giving season upon us, can you gift stock you own directly to someone (i.e. without having to sell it first)? Absolutely! Should you? Well…
Tax Implications
“Similar But Not The Same”: How To Maintain Upside Exposure While Taking Advantage Of Year-End Tax Loss Selling
“While it should never be the driver of investment decisions one needs to always keep an eye on tax implications as they can have a…