By Published On: June 6, 2022
CNN Business spoke to CFP Professional, Dan Tobias, about tax-loss harvesting, an option for some investors that have a loss on investments.

About the Author: Passport Wealth Management

Financial planning matters most when it helps you live the life you deserve. Passport Wealth Management grew out of the personal goal of Daniel Tobias, who dreamed of taking a long-term trip around the world. After years of dedicated saving and effective financial management, he and his wife spent 21 months traveling the world. The experience proved to be more than a trip, it was a tipping point that gave Daniel his passion to pursue a career in financial planning. We believe that effective financial management, planning and advice can be your passport to achieve whatever your financial dreams may be.

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