Your financial planner is wrong, but your tax man is correct. Typically if I plan to take profits mid year, I will wait until early July rather than late June as the tax liability is deferred by a year.
Market Close: We're probably not going to see a contrarian September rally – but this way, 2025 might see a Santa Rally
SKK Stakk – formerly Douugh – rockets +300% on deal with Robinhood, the US trading app of 'meme stock' fame
