Photo of Eric R. Ebbert, CFP®, MBA, CEO Eric R. Ebbert, CFP®, MBA, CEO Dec 10, 2021

Have you fallen down the research rabbit hole when it pertains to investments and capital gains? Are you more confused than when you first started? If you are looking for ways to invest and grow your capital gains, a ProVise CFP® is available to help in Clearwater, Florida. 

Let’s start with the basics: What is a gain? According to Investopedia, a gain is considered to be a “general increase in the value or property. A gain arises if the current price of something is higher than the original purchase price.” This can occur at any time over the life of an asset. 

While the definition of a gain seems simple enough, you will soon learn that navigating the world of capital gains can be a challenge. That is why it may be beneficial for you to consider working with a CERTIFIED FINANCIAL PLANNER™ with experience in capital gain management in Clearwater. Here are three benefits you can get from working with a capital gain management expert in the Clearwater area: 

1. A grasp on capital gains —Sure, you now know the literal definition of a gain. But do you know all the nuances that surround capital gains? Do you know what a realized gain is? That is the profit you receive after an asset is sold. What about an unrealized gain? Commonly referred to as a paper gain, it is an increase in value of an owned asset since it was purchased. A CFP® professional in Clearwater can help make sure you have a clear understanding regarding capital gains. 

2. Understanding the ins and outs of taxes —When it comes to taxes, there is often stress and confusion surrounding the season. And it is no different when dealing with capital gains and taxes. Our CFP® advisor in Clearwater will work with you and your accountant to make sure you are filing your taxes in the most advantageous way possible. 

3. Growing your wealth with compounding capital gains —If you are looking to grow your money and increase your wealth, working with an expert is essential. A CERTIFIED FINANCIAL PLANNER™ will be able to help you make wise investing decisions so that you can grow your wealth. 

Talk to a ProVise CFP® professional about working with a gain management expert in Clearwater

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about working with a gain management expert? Contact ProVise today to schedule a complimentary consultation.