fbpx

Should I Invest Outside of My Employer Plan?

By |2023-11-01T14:21:23-05:00November 1st, 2023|

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Invest Outside of My Employer Plan?”. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

Mastering Tax Loss Harvesting: A Strategic Guide to Lowering Your Tax Liability and Boosting Your Investments

By |2023-10-17T13:09:06-05:00October 10th, 2023|Investment Management, Retirement, The Blog @JGUA|

You may have heard of the phrase “tax loss harvesting” in the context of sales of stocks or other investments, and wondered exactly what it means.  Tax loss harvesting generally refers to selling investments (i.e. capital assets) at a loss, specifically timing them so that they offset gains (both capital and ordinary) in the [...]

Go to Top