Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. The Five Basics of Financial Literacy How literate are you when it comes to your finances? Brush up with these five basics. Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.