What is Tax Loss Harvesting?
Submitted by Clarity Capital Advisors - Fee Only, Flat Fee Advisors on January 15th, 2019
Fee-Only Wealth Management Services
Low fixed fees. No sales commissions. No hourly planning fees.
Fixed Fee Financial Planning & Investment Management Services
Our low fees keep more of your money where it belongs - in your accounts, working for you.
Credentialed, Fiduciary Advisors with 50 Years of Combined Financial Experience
Fixed-Fee Wealth Management Services
We don't nickel and dime you for different services.
Clarity's wealth services include:
- A Dedicated Team of Credentialed Financial Professionals with 50 years of combined financial experience.
- Quarterly Investment Portfolio Review - In person or online.
- Financial Planning - Retirement Planning, Transitioning into Retirement, Retirement Income, College Planning, Estate Planning Review, and Charitable Giving Strategies
- 401k and 403b Employer Retirement Plans - Investment Review and Asset Allocation
- Personal Risk Assessment
- Investment/Portfolio Management
- Account Setup and Transfer Documents
- Custom Investment Portfolio Options - Reduce advisor fees while maintaining your low-cost investments.
- Low-Cost Mutual Funds and Exchange-Traded Funds (ETFs) - No Sales Commissions, No Hidden 12b-1 Fees
- Low-Cost, Tax-Efficient Investment Portfolios comprised of Dimensional Fund Advisors and Vanguard mutual funds.
- 529 College Savings Plans
- Donor Advised Funds
- Quarterly Portfolio Monitoring - We review your accounts every quarter to make sure your allocation is consistent with your goals.
- Portfolio Rebalancing and Tax Loss Harvesting, as needed
- Quarterly Portfolio Performance Reporting and Gain/Loss Accounting
- Annual Risk Assessment and Wealth Plan Overview - To keep you on track.
- Client Portal - View your accounts, performance, and custodian statements in one place.
- Other Services - Roth Conversions, Required Minimum Distributions, and Retirement Rollovers
- We work together with your financial professionals - Accountants and estate planning attorneys.
Clarity Insights Blog by Jay D. Franklin, CFA®, CFP®, FSA®
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