There is plenty of buzz out there about passive income. I hear it from clients. I hear it from friends. I see blog posts and social media posts and even major news outlets enchanted by the idea of passive income. It’s easy to understand why. Investopedia defines passive income as “money being earned regularly with ... Read More.
Archives for 2023
Tax Loss Harvesting or Cost Basis Churning?
I’m often asked about the benefits of tax loss harvesting and how this strategy can be used advantageously. In some circumstances it makes sense, however, I think this strategy is oversold. Let’s define these terms and take a deeper look. Tax Loss Harvesting Tax Loss Harvesting is a practice that can be executed throughout the ... Read More.