Hey investors!

The year is coming to a close and before you know it, tax season will be here. As you’re shopping for holiday gifts and wrapping up 2024, consider using free library resources that can assist with your end-of-year prep. 

Tax loss harvesting is a strategy commonly used to potentially reduce an investor’s tax bill. Investors can lower their taxable income by selling underperforming assets at a loss, which can offset capital gains. It can be an effective way to minimize taxes while rebalancing your investment portfolio.

Where does the Estes Valley Library come in? By providing free access to valuable subscription services like Morningstar and Value Line. All you need is your library card to dive into these award-winning financial tools and services.

Morningstar is an investment research company that offers mutual fund, ETF, and stock analysis, ratings, and data. It’s one of the biggest names in investment research and for good reason: its rating system is easy to navigate and well known in the industry. After using Morningstar, value investors will easily understand the fundamentals behind every investment. 

And if you’re already thinking about future investments, Morningstar provides “best investment lists” to help you pick the best stocks and funds. Set yourself up for success in the new year!

Whether you’re a beginning investor or a veteran looking for high-impact ideas, Value Line can position you for financial success quickly and easily. Check out their sophisticated tools and expert analysis: unbiased information that will provide reliable insights about companies, industries, markets, and economies. 

Of course, all investors should consult with a tax professional or financial advisor to ensure your decisions align with your financial situation and goals. But if you’d like to empower yourself with excellent financial information, at no cost, visit estesvalleylibrary.org/databases to start using Morningstar and Value Line today.