Managing Gains and Losses in a Turbulent Year
Submitted by Desmond Wealth Management, Inc. on November 15th, 2022It's been a rough Fall for the stock market - so much so that you should probably carefully review your portfolio and other capital transactions to minimize gains or maximize losses for the year. Remember, capital gains and losses are not just limited to stock transactions. For example, stock losses can offset the gain from the sale of a rental.