Year-End Planning: Tax-Loss Harvesting
November 16, 2023
Compound is a digital family office for entrepreneurs, professionals, and retirees who want the personal touch of a dedicated advisor accompanied by a beautiful digital experience.
On November 16th, Tim Hamilton, CFP®, CIMA® and Steve Dean, CFA® hosted a Compound Conversation about Tax-Loss Harvesting. Steve kicked things off with a review of recent market events and why they matter before jumping into a conversation with Tim about:
🔍 Understanding the power of tax mitigation
📊 Managing your unrealized capital gains and losses
👨💻 Implementing a tax-loss harvesting strategy
📈 Direct indexing in today’s market environment
Compound Conversations is an educational series aimed at facilitating a discussion that’s relevant to entrepreneurs, professionals, and retirees. Compound Planning blends the personal touch of a dedicated wealth advisor with a beautiful digital dashboard to create a magical planning experience you won’t find anywhere else. With the Compound dashboard, you can work with your Advisor to create and implement a comprehensive financial roadmap tailored to your needs. Our platform offers a holistic view of your finances, allowing you to plan and track progress all in one place in addition to a spectrum of services from tax filing to alternative investing.
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