Kristi Jimenez

Kristi Jimenez

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How Young People Can Own Their Financial Future Authentically 10/11/2023

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

How Young People Can Own Their Financial Future Authentically It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

02/05/2023

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

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