Kristin Larson

“That's why it's critical that you can see the tax lot detail and not just the overall gain or loss,”

Kristin Larson · said date not stated · reported 2026-09-23

Larson emphasized the importance of reviewing tax lot detail rather than just overall gain or loss.

“For a lot of clients, the bond side of the portfolio is the only side that's down right now,”

Kristin Larson · said date not stated · reported 2026-09-23

Larson noted that with stocks posting double-digit returns, bonds are the only portfolio side down for many clients.