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Accretive Wealth Blog

Is Tax-Loss Harvesting Right for You?

Thursday, September 19, 2013

While we’re all happy to see gains in the value of our portfolios, we’re not so happy to pay capital gains taxes on them. In this post, we’ll discuss tax-loss harvesting, which can help investors reduce their capital gains tax liability. This may be particularly important for high-earners in 2013.

First, let’s examine how much of a burden capital gains taxes can be for 2013: Continue reading “Is Tax-Loss Harvesting Right for You?” »

Islamic-Value Investing: A Closer Look

Thursday, September 5, 2013

Our clients and friends have been expressing a lot of interest in Sharia-compliant investing lately, so this week we would like to discuss the topic in greater depth than we did in our June blog posting.

We know that some Muslims have totally avoided investing in the stock market thereby missing out on the economy’s rebound. Accretive Wealth’s mission is to provide financial planning and investment advice that aligns with each investor’s beliefs and values, and we want to offer our Muslim clients ways to take part in economic growth through the markets without contravening Islamic values. Let’s begin by reviewing the basics. Continue reading “Islamic-Value Investing: A Closer Look” »