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Bring your Finances to LIFE

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Home›Posts Tagged "Capital Gains"

Tag: Capital Gains

  • Cash-flow & Budgeting, Investing, Taxes
    December 2, 2022
    by Kurt J. Rossi

    Year-End Tax Loss Harvesting May Help Reduce Tax Liability

    2022 has been a turbulent year for the markets.  From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and ...
    Read More
  • Taxes
    October 30, 2020
    by Kurt J. Rossi

    Take Advantage of Tax-Loss Harvesting Opportunities in 2020

    2020 has been a turbulent year for the markets and our economy.  From concerns regarding the economic and social impacts from Covid-19 to fears over ...
    Read More

 

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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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Email: kurt.rossi@independentwm.com or 732-280-7550.

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