A client reached out this week regarding a short-term cash need. As we discussed the various ways to obtain liquidity, the subject of capital gains and the related taxation came up. This can be a confusing topic and is also one that is in the news as of late as it has become a key […]

When you think of this time of year and harvesting, your mind may go to crops and farming. But don’t forget about harvesting investment losses as well. This topic came up with a client recently who asked for a reminder on why it can be a useful strategy, especially in a down year such as […]