Why You Must Take Capital Gains to Rebalance Your Portfolio (EP.144)

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

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.