Teddy Bear or Grizzly Bear? - Tax Loss Harvesting

Adele Gipson, CFA®, CFP®, CPA, Senior Vice President at CPC, provides insight into tax loss harvesting,

just one of the proactive investment strategies we are employing in your portfolios.

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Investment advisory services are offered through CPC Advisors, LLC. CPC Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.‍

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Teddy Bear or Grizzly Bear? - Tax Loss Harvesting