X

Start typing and press Enter

You Sold at a Loss. How to Cut Your Tax Bill and Help Others

Did you sell stocks or other securities at a loss during market swoons? There is a way to make lemonade after the market handed you lemons: Donate the proceeds to charity. Bartlett Wealth Advisor Keith Dershem, CFP®, AEP® was quoted in Barron’s on June 1, 2025. Read the full article below.

Where can we help you go next?

Contact a member of the Bartlett team today.