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Atencion San Miguel | English Version

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RAOUL RODRÍGUEZ

RAOUL RODRÍGUEZ

Tax Loss Harvesting Limits

enero 20, 2023enero 20, 2023

By Raoul Rodriguez In my last article, I showed you how to calculate gains and losses on the sale of securities purchased on a stock exchange. I wish I could …

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RAOUL RODRÍGUEZ

Two Worlds: Adjusted Costs Basis

diciembre 19, 2022diciembre 19, 2022

By Raoul Rodríguez In the world of financial planning, there are many myths and half-truths. One of these is the power of selling securities to harvest losses for later use, …

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COLUMNISTS / RAOUL RODRÍGUEZ

To Be or Not To Be an Income Tax Resident. That is the Question

noviembre 14, 2022diciembre 6, 2022

By Raoul Rodríguez  When most people think about financial planning, they think “investments.” As a financial planning professional, when I think about what we do, my mind goes first to …

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COLUMNISTS / RAOUL RODRÍGUEZ

Personal Financial Planning and a Search for a Return of Life

octubre 25, 2022diciembre 6, 2022

By Raoul Rodríguez This is the first of a series of articles on personal financial planning that will cover topics related to the U.S., Mexico and the complexities of cross-border …

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