GBI in Hard Assets

The falling price of gold may present a tax planning opportunity for investors. As accountants meet with their clients to discuss year-end tax strategies, holders of “paper gold” (e.g., ETF, Futures, Fund or managed account allocation) have an opportunity to change their form of ownership to physical gold (bullion or coins) if their position is now at a loss.
Click here to read the full piece written by GBI’s Head of Wealth Management, Bob Alderman.