While April 15 this year is no longer Tax Day (which has been pushed to July 15), it is still a good time to highlight just one of the reasons why tax loss harvesting makes so much sense. If you’re not familiar with the strategy, it works by selling investments which have declined below your […]
*Timothy Corriero, represented under the tradenames “Juris Wealth” and “The JD Investor”, is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. Registration does not imply a certain level of skill or training. The JD Investor does not provide investment advisory services. It is a website/blog dedicated to educating and informing investors. See disclosures. Please refer to GAM’s Client Relationship Summary (Form CRS) or visit adviserinfo.sec.gov for additional information.
