Know the differences to get the most from your investment portfolio ...

When you sell stocks, exchange-traded funds (ETFs) or other equity investments for more than you paid, the profit is ...

From LTCG vs STCG to indexation and loss set-off, here’s a simple guide to how capital gains are taxed across assets ...

This article discusses the 2025 and 2026 short-term and long-term capital gains tax rates.

Now that 2024 has come to a close, investors are starting to think about 2025’s investments. However, to get a clear picture of how your investment strategy might play out, you need to know the ...

Investors who sell an investment at a profit in a taxable account incur a capital gain that they must report on their tax returns. For investments held longer than one year, the long-term capital ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.