GoBankingRates: “5 Tax Optimization Tricks Every Investor Needs To Know”
GoBankingRates, Feb. 2, 2026 — “When it comes to tax planning, especially if you’re an investor, awareness can make a huge difference between success and failure,” writes GoBankingRates reporter Chris Adam in today’s article.
Chris turned to five expert-backed tax optimization tricks for investors to consider now that the new year is here.
Marguerita Cheng, certified financial planner (CFP) and CEO of Blue Ocean Global Wealth suggests a focus on ways to implement tax-loss harvesting. “Tax loss harvesting is a strategy that involves selling investments at a loss to offset taxes owed on capital gains from investments with realized profits that you will need to recognize on your tax return. It is a powerful and proactive strategy to manage a portfolio’s tax efficiency year-round.”