Tax-loss harvesting and security swapping makes lemonade out of a lemon investment. Click to read> Forbes.com
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):