When it comes to the disciplined approach of portfolio rebalancing, investors often find themselves in a conundrum, particularly with the necessity of realizing capital gains. This episode explores the tradeoff between maintaining a strategic, long-term asset allocation versus a higher tax bill.
Listen now and learn:
Why many investors might soon need to realize some capital gains
The importance of rebalancing and maintaining your target asset allocation
Strategies to mitigate the tax impact of portfolio rebalancing
Podden och tillhörande omslagsbild på den här sidan tillhör Peter Lazaroff. Innehållet i podden är skapat av Peter Lazaroff och inte av, eller tillsammans med, Poddtoppen.
