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Publications, Insights & News

Making stock sales less taxing

As explained in the article, “Putting stock market volatility in perspective,” patient investors generally have prospered over the long term. Nevertheless, there are many reasons for selling stocks. Knowing the basics can help improve your tax position.

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Putting stock market volatility in perspective

Perhaps the most traumatic day for stocks in the last half-century was October 19, 1987. In a single day, the benchmark S&P 500 Index fell by more than 20%. An investor who went to sleep on Sunday night with $100,000 in stocks and stock funds may well have seen that balance drop below $80,000 by Monday afternoon.

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