Top 10 Tax Mistakes Investors Make
Are you helping your clients avoid these common blunders?
Investing is a complex undertaking. The supply of investment alternatives is seemingly endless. Evaluating various alternatives can be quite difficult and very time consuming. And unless held in check, the actual decision-making process is fraught with human emotions that often lead investors to make counterproductive investment choices.
With that in mind, John Burke, CFP, president of Burke Financial Strategies, and Steven Criscuolo, CPA, chief financial officer of Burke Financial, put together this list of the top 10 tax mistakes made by investors through a recent survey conducted of investment advisors.