Broker Check

Monthly Message: Capital Gains

| February 25, 2022
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2021 tax forms will be landing in mailboxes soon. These forms, among other things, provide information about investments you sold during the tax year. They help you identify capital gains and losses which occur when you sell an investment.  
Click the button below to learn more about the pros and cons of capital gains tax.


Any opinions are those of Jim Hyre, CFP; Doug Ramsey, CFP; and Phil Constans; Wealth Advisor; and not necessarily those of RJFS or Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. Risk Considerations: The economic forecasts set forth in this presentation may not develop as predicted and there can be no guarantee strategies promoted will be successful. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
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