Know the differences to get the most from your investment portfolio ...

You owe capital gains tax on any realized gain on sale of an asset, though not on unrealized capital gains. Long-term capital gains — for assets held for a year or longer — are taxed at a 0, 15 or 20 ...

The capital gains bracket, levied at 0%, 15% or 20%, applies to profitable assets owned for more than one year, known as long-term capital gains. For 2026, single filers can earn up to $49,450 in ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.

Long-term capital gains tax rules sit at the center of many investment decisions, from when to sell a rental property to how to rebalance a 401(k) rollover. For 2025 and 2026, the basic rate structure ...

The current downcycle for energy prices is setting up an opportunity for patient investors, according to money managers at Gabelli and ClearBridge Cheniere Energy of Houston is the world's ...