Don't Forget These Year End Financial Must Dos

Show Description: Jason and Alex welcome IDA's newest wealth adviser, Cari Leamy to the show for her first time. Also back on the show is Director of Portfolio Management at IDA, Andrew Grant. Andrew starts off the show talking about a technical year end must do, evaluating potential capital gains exposure. These capital gains are something that mutual funds pass on to investors on their record dates. They become relevant at the end of the summer but becomes especially important when deciding...