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Smart Ways To Handle A Highly Appreciated Investment

by Eve Kaplan | Oct 27, 2019 | Charitable Giving, Taxes

Let’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.”...

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We’re a Fee-Only (no products sold, no commissions) Financial Planning and Investment Management firm working with clients nationwide. Taking a 360 degree view of planning and investments, we work closely with clients, replacing uncertainty with prudent investment management and financial planning principles. Our typical clients are individuals or couples with at least $1.5 million of investment assets.

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