Vlog, Whiteboard Series

Whiteboard Series: Tax Loss Harvesting

Roman and Leo decided to help me out with today’s Whiteboard Series video. In episode #7 we discuss the basics of tax loss harvesting. I mention this in the video, but to be safe, please consult your financial advisor and/or tax professional before evaluating, or implementing this strategy in your portfolio.

In case your interested in my T-Shirt here’s the link where I originally got it, but it looks like they have stopped making them. Be sure to follow @Wu_Tang_Financial  and let them know you want one!


Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.