Podcasts

Tyler Conley, MBA, CFP®, CEPA®, describes how tax-loss harvesting helps investors sell an investment at a loss in order to reduce their tax liability. Tyler also explains the wash-sale rule and notes that tax-loss harvesting requires attention to detail, but can be worth the effort for investors.

Chief Investment Officer Jason Gunkel says that annuities usually get a bad rap from fee-only financial advisors like Syverson Strege, but that there are times when variable annuities are beneficial to a client. He explains the two basic types of annuities (fixed and variable) along with the benefits and negatives. Jason explains how annuities can be quite expensive and complicated because of the various layers of fees and surrender charges.