Tax-loss harvesting and security swapping makes lemonade out of a lemon investment. The concept is simple. Learn how from my Forbes.com blog.
My 86 year old mother wears the financial pants in the family and makes all the money decisions. Mom called out of the blue a while back to complain about her portfolio. She wanted an allocation change. Read this article on my FORBES.COM blog site.
HERE IS A LINK to the Wall Street Journal article by Rick Ferri (WSJ.com access may be required):