How To Open A Taxable Account At Vanguard

Last week we saw that most of us will need a regular brokerage account, or taxable account, to house our savings, especially as we pay off student loans and have more to invest. Today, we go through the steps of opening a taxable account. I am using Vanguard as an example since many of us […]

Tax Loss Harvesting Partners

Sometimes, it’s a Tax Loss Harvesting bonanza out there! You harvest and then it falls again, significantly enough that you want to harvest some more losses. March Madness In March 2020, thanks to the COVID-19 pandemic, markets crashed from their lofty gains of 11 years and slid into bear territory. I tax loss harvested (TLH […]

Tax Loss Harvesting with ETFs

The market volatility due to Coronavirus fears presented a good opportunity to tax loss harvest (referred to as TLH hereon) in the beginning of March, 2020. There are some good blog posts about tax loss harvesting out there. Here, I wanted to lay out the steps for TLH’ing when you have ETFs rather than Mutual […]