Our own Chief Investment Officer Mark Keating, CFP® AEP® was included in yesterday’s Wall Street Journal article “How to Invest When Both the Stock Market and Bonds Are Falling”. Describing how tax loss harvesting works, the reporters wrote: Mark Keating, a financial planner in Sebastopol, Calif., says he recently sold a client’s shares of the […]
Read More… from WSJ: How to Invest when Stocks and Bonds are Falling
