THE WALL STREET JOURNAL. Monday, October 21, 2019 |R5
TAX SEASON
IS 365 DAYS
A YEAR
FIDELITY WEALTH MANAGEMENT
Talk to a Fidelity advisor today about tax-smart investing
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While other firms may only use tax-loss harvesting at year-end,
Fidelity uses multiple personalized strategies across your
managed portfolio throughout the entire year. We offer:
Tax-Smart Investing Strategies
Ongoing Review for Tax-Loss Harvesting
Ongoing Investing with National and State-Specific Municipal Bonds
Ongoing Capital Gains Management
Seasonal Distribution Management
Ongoing Transition of Eligible Assets