As investors, our goal is always to make money, right? But the reality is the markets don't always go straight up. During the times when stocks reverse course for a period of time, there is something you can do to take advantage of the situation and create some significant tax benefits for yourself. Which brings us to our topic of choice in this new episode of A Place of Possibility, tax-loss harvesting.

Tax-loss harvesting is an investment strategy that can help offset capital gains with capital losses to not only help lower your tax bill but turn those losses into more wins. We will talk about how the strategy works, who qualifies, possible pitfalls to consider, and by the end of our conversation, have a clear understanding of how this strategy could work for you. So, set a reminder, and we will see you in podcast land!

Del Monte Group has been in business for over 35 years, cultivating relationships and building a family of lifelong clients just like you. If you need help navigating life challenges, are seeking smart, resourceful planning, or just want to find confidence and peace of mind, get in touch. We’re always here to help at 925.736.6410, Richard@APlaceOfPossibility.com, or Angela at Angela@APlaceOfPossibility.com.

YOU’RE INVESTED, AND SO ARE WE™. If you’re looking for out-of-the-box financial wellness support that offers long-term success even while navigating life transitions and challenges, we’ve got your back. Get started by scheduling a 30-minute session with Richard or Angela today [ Ссылка ].

FREE INVESTMENT ANSWER E-BOOK Team DMG loves a good book, and that’s why we’re excited for the opportunity to present you with a FREE copy of the "Investment Answer" because we know it will change the way you look at investing for good. No, we didn’t write this book, but we believe it is a fantastic tool that every investor should have in his or her arsenal. Download your e-book here [ Ссылка ].

DID YOU KNOW? When Wealth Is Transferred from One Generation to the Next, 70% of the time, That Generation Loses the Wealth by the End of Their Lifetime? How does all of this happen? Lack of connection, communication, and preparation. Don’t let this happen to your family. Get your FREE copy of Richard's book: Endless Inheritance, and learn how to ensure your wealth will live on [ Ссылка ].

ARE YOU READY TO BECOME A BETTER INVESTOR? We’ve got you covered! Download a free copy of our e-book, Evidence-Based Investment Insights, and discover proven principles to help you maximize your financial growth [ Ссылка ].

Looking for speakers who can help navigate life transitions or help build a secure income plan for the next chapter in life? Richard Del Monte and Angela Wright have spoken at dozens of organizations in the greater Danville area and love to contribute valuable information. If you need customized wealth management insights broken down into simple, engaging content specifically for your group, get in touch today. [ Ссылка ]

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