You owe capital gains tax on any realized gain on sale of an asset, though not on unrealized capital gains. Long-term capital gains — for assets held for a year or longer — are taxed at a 0, 15 or 20 ...

As an investor, I’ve learned that making money isn’t just about buying low and selling high — it’s also about understanding the financial consequences of every move. One of the biggest pitfalls ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.