Weekly Webinar: Tax Loss Harvesting

Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique. Please don't hesitate email us with any questions you have or if you'd like to schedule an appointment with us. You can reach us at questions@attleborowealth.com. Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast. Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com --- Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services. Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site. Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed. --- 0:00 - Slott Update, Market Update, and Mail Bag 29:30 - Tax Loss Harvesting