by Vision Wealth Partners

How can tax loss harvesting produce a positive impact in a negative market? Join us for insights with Jason Weszka, CPFA®, AIF®, and partner.

“Tax-loss harvesting allows you to sell investments that are down, replace them with reasonably similar investments, and then offset realized investment gains with those losses.”

Learn more by watching here.

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We are not a CPA and this is not tax advice.

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Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. All indices are unmanaged and are not available for direct investment by the public. Past performance is not indicative of future results.

All indices are unmanaged, and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses.