Balam Wealth Management
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We have offices in Modesto, Turlock, and Lodi to help meet your financial planning needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org"
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11/25/2025
As we approach year-end, one smart move to consider is tax-loss harvesting—a strategy that involves selling investments at a loss to offset gains elsewhere in your portfolio.
Why does it matter?
Because it can help reduce your taxable income without derailing your long-term investment plan.
Here’s how it works:
🔹 You sell underperforming assets to realize a loss
🔹 That loss can offset capital gains (and even up to $3,000 of ordinary income)
🔹 You reinvest in a similar—but not identical—asset to stay on track
It’s a great way to turn a market dip into a tax-saving opportunity.
📅 Let’s schedule a time to talk: https://go.oncehub.com/joelkbalam
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1420 F Street FL1
Modesto, CA
95354
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
