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Expert financial guidance for everyone, with specialist insights for creative professionals. Browse our latest articles on investments, pensions, retirement planning, and more.

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Getting Your Financial House in Order: Examining Your Relationship with Money cover image

Other

6 December 20242 min read

Getting Your Financial House in Order: Examining Your Relationship with Money

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Staying on Top: 5 Tips for Maintaining a Strong Credit Score cover image

Other

2 December 20242 min read

Staying on Top: 5 Tips for Maintaining a Strong Credit Score

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Can I use a securities-based loan to pay off a tax bill? cover image

Investments

29 August 20242 min read

Can I use a securities-based loan to pay off a tax bill?

You're facing a not-insignificant tax bill and considering your options. You don't have available liquid assets to easily cover the tax owed, and you're reluctant to sell investment assets in your portfolio because you don't want to disrupt your overall investment strategy; you're also concerned about the potential capital gain tax on securities that would be sold at a profit, or you may be reluctant to sell investments at a loss.

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