Dan Shomper Quoted in U.S. News & World Report
As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior Associate Wealth Manager, was featured in a U.S. News & World Report article discussing the use of ETFs for tax-loss harvesting. “It’s generally good practice to go directly to the fund manager’s website, since this will contain the most accurate information relevant for evaluating wash sale implications,” he said. “If there’s concern that the holdings are similar enough to trigger a wash sale, it’s worth diving a bit deeper into the fund details.” Click here for the full article.
