David B. Mandell, J.D., M.B.A


Bail yourself out: Recover investment losses with tax benefits

November 26, 2008

The current financial crisis has left many Americans with less wealth than they had just a year ago. Home and stock market investments are likely worth a lot less ? and it may be years until the values of these assets return to previous levels. Investment advisers Carole C. Foos, C.P.A., and David B. Mandell, J.D., M.B.A., offer a strategy with two simple steps to help you start now to make up for your losses.