tax liability

Castlepoint Blog: The Point

Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability

by Adam Lee | Jun 2, 2023 | Adam Lee, Investment Planning, Investment Risk, The Point

In Part 3 of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the potential financial benefits of holding individual stocks for more than one year and how tax planning and investing go hand-in-hand to reduce overall tax liability.