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If the market had zero volatility and remained flat, it wouldn’t be much of an investment. Volatility is what makes the market investable, so it is actually a good thing.

The gist of tax loss harvesting is realizing investment losses to offset investment gains or earned income. While that seems fairly straightforward, is anything really ever straightforward when it comes to the government and its tax laws?

Because investing is WAYYYY to broad of a topic for one blog post, we’re breaking it down and just covering equity classes in this post. Equity assets are generally broken down by three methods: growth vs. value, location, and market-cap.

“Selling in May” only to return a few months later in the hopes of capitalizing on winter gains is, put simply, an effort to time the market. And while it is often bad mouthed, market timing isn’t inherently bad.

John Enright takes us through a recap of the first quarter of 2019.

This video walks through your annual performance report which was provided by the Custom Wealth Management Team via email. If you find yourself with further questions, please contact us at info@TeamCWM.com.