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If you're interested in leveraging a tax-loss harvesting strategy to recoup market losses, one major potential pitfall you should be aware of is the wash sale rule. Join us today as we walk you through the timeframe of the wash sale rule and how to avoid it.
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ABOUT YOUR HOST CASEY WEADE:
Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.
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ABOUT HOWARD BAILEY FINANCIAL:
Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.
Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy - the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.
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DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit www.finra.org/investors/professional-designations.