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.