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As Quoted…
“This may be a good time to discuss your clients’ taxable portfolios to see if there are any securities worth selling ahead of the next downturn. Clients with stock options may want to consider using cash to exercise those stock options. Explain to clients how locking in a sale of securities at a loss today might potentially reap future tax benefits, as it may be a way to find the silver lining in a market downturn…”
Laura Gregg, from her article “Financial Literacy 2.0 – How to serve the ‘expert’ client”
Benefits | Emerging Trends | Investments | Life Insurance | Retirement Income
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