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Success and Leadership

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Success and Leadership

CFP® Explains Tax Loss Harvesting and If You Should Do It in 2024?

Tax loss harvesting is a financial planning strategy that some advisors swear by, whereas others refuse to do it. Why is there such a love-hate relationship with this popular approach to investing? In this article, I’ll explain how it works, when it works and when it doesn’t, and its utility...
Money and WealthSuccess and Leadership

Six of World’s Richest Billionaires Rethink Inheritance: Wealth to Be Directed Elsewhere

In the coming two decades, an estimated $84 trillion will transfer between generations in what is projected to be the largest-ever intergenerational wealth shift. However, not all billionaires plan to leave their fortunes to their heirs. Some, like Laurene Powell Jobs, have chosen to distribute their wealth in other ways....
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