Emily Guerin Irwin | Source | Head of Advice Relations at Wells Fargo
Emily Guerin Irwin
Head of Advice Relations at Wells Fargo
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Emily Irwin is the head of the Wells Fargo Advice Center. She leads a team of market-based planning professionals, who work closely with advisors to provide advice and planning subject matter expertise. Emily utilizes data and market trends to define and drive strategy and adoption of all aspects of advice and planning within the Southern Division.
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Wells Fargo
Head of Advice Relations
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4 ways to minimize taxes on your investments
Tax loss harvesting, charitable contribution of your stocks and buy-and-hold investing are some of the options.
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While at first blush it may seem counterintuitive, tax loss harvesting first requires that an investor sells [some] securities at a value that’s less than the cost basis in order to generate a loss.
