"Compounding only works if you can give an asset years and years to grow."
- Morgan Housel
Review your capital gains this week in taxable brokerage accounts while also reviewing current positions that have losses. There are many opportunities to tax loss harvest before the years end.
Fjell Capital is a leading wealth management firm designed to deliver results for people who desire to be excellent with their finances. If that is you, please reach out here. Everyday, we are helping families around the country solve their current needs while setting themselves up for a brighter future.
How can we serve you? We invite you to contact us today so we can help answer any questions you may have about your financial situation.