Advantages of Tax Loss Selling
Tax-loss selling involves an investor selling an asset with a capital loss in order to lower or eliminate the capital gain realized by other investments. This is done for tax […]
Understanding Appreciated Assets
What are appreciated assets? Capital appreciation is a rise in an investment’s market price. This is the difference between the purchase price and the selling price of an investment. For […]
Reducing Tax Burden with Capital Gains Distributions
Can you use distributed gains to reduce your tax burden? Capital gains distribution is defined as a payment by a mutual fund or an exchange-traded fund of a portion of […]
All About a Backdoor Roth | Financial Planner Northern Virginia
What is a Backdoor Roth IRA? A backdoor Roth IRA is not a traditional retirement account. It is an informal term used for complicated, IRS-sanctioned method of funding a Roth […]
Understanding In-Service Distributions | Financial Planner Arlington, VA
Why are in-service distributions important? Well, with most retirement plans, a participant doesn’t become eligible for distributions until termination of employment. With some plans, it can happen immediately after termination, […]
Advantages of Health Savings Account | Benefits Advisor Northern Virginia
A Health Savings Account is like a personal savings account, but it can only be used for qualified healthcare expenses. You must be enrolled in a High-Deductible Health Plan to […]
Top Strategies for Investing Settlement Money
Investing settlement money is a great way to boost your portfolio and work towards your long-term financial goals. What you do with this money is important and can have a […]
Coffee & Conversation – Smart Investing: A State-of-the-Market Deep Dive
During “Smart Investing: A State-of-the-Market Deep Dive”, we took an expansive look at the current capital market with Joe Gallemore, Partner and Investment Management & Research Analyst for Argent
Investment Strategies for Small Businesses in Northern Virginia
It is common for entrepreneurs to have most of their wealth tied up in the business. While this can generate significant returns, it does have drawbacks. Diversification can help mitigate […]
DIY Investing vs. Investing With An Advisor
There are several DIY investing platforms being used these days. During the chaos of the coronavirus pandemic, many investors have turned to these platforms. However, professional financial advisors warn of […]
