BAM Intelligence

It’s a Good Time to Harvest Losses

Most investors should consider tax-loss harvesting, as long as the loss is big enough and it’s done the right way. Director of Investment Analysis Kevin Grogan on what to weigh when deciding if (and how) to claim a loss.

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Kevin Grogan, Director of Investment Strategy

Director of Investment Strategy

Kevin Grogan is director of investment Strategy for the BAM ALLIANCE.

In addition to his advising duties, Kevin conducts investment research and writes articles on a wide range of topics, including retirement planning and investment policy.

Kevin co-authored The Only Guide You’ll Ever Need for the Right Financial Plan with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy.

He also co-authored the article “The Maturity of Fixed-Income Assets and Portfolio Risk” with Larry Swedroe, which appeared in the Winter 2009 issue of The Journal of Investing.

Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.

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