Mark is a Senior Manager for Investment Products and Guidance at TD Ameritrade, where he has worked since 2004. Mark and his team provide financial solutions that help investors who are looking for professional guidance in creating and managing a diversified portfolio. Through TD Ameritrade Investment Management, LLC, he and his team have created a suite of managed portfolios, including Essential Portfolios, Selective Portfolios, and Personalized Portfolios to help investors pursue their financial goals as they grow and change. Mark holds the Series 4, 7, 24, and 63 securities licenses.
What is tax-loss harvesting, and how can it help your portfolio? Learn more about the rules and strategies, and see an example of tax-loss harvesting in action.
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